-42.0%
PCOR vs POET
-4.8%
-37.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.7% | +0.1% | -3.4% |
| 7D | -9.0% | +9.7% | -18.7% | -9.6% |
| 30D | -7.0% | -6.5% | -0.4% | -6.8% |
| 3M | +18.3% | -25.7% | +44.1% | +19.5% |
| 6M | -7.8% | +19.6% | -27.4% | -15.1% |
| YTD | -25.6% | +26.4% | -52.0% | -32.4% |
| 1Y | -22.7% | +50.1% | -72.8% | -32.1% |
| 3Y | -17.7% | +127.9% | -145.6% | -35.6% |
| 5Y | -42.0% | -5.9% | -36.2% | -51.7% |
| All | -42.0% | -4.8% | -37.3% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling