+17.0%
PG vs POET
-21.9%
+38.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.1% | +7.4% | +3.1% |
| 7D | +5.7% | -16.4% | +22.2% | +5.2% |
| 30D | +15.4% | -37.5% | +52.9% | +14.2% |
| 3M | +13.8% | -43.1% | +56.9% | +12.5% |
| 6M | +18.3% | -31.4% | +49.7% | +17.4% |
| YTD | +20.1% | -22.9% | +43.0% | +22.2% |
| 1Y | +17.0% | -18.0% | +35.0% | +18.8% |
| All | +17.0% | -21.9% | +38.9% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling