+550.0%
PL vs POET
+130.8%
+419.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.6% | -2.5% |
| 7D | -7.5% | +17.0% | -24.6% | -9.8% |
| 30D | -25.6% | -6.7% | -18.8% | -24.9% |
| 3M | -45.6% | -32.3% | -13.3% | -43.0% |
| 6M | -29.5% | +32.3% | -61.9% | -38.4% |
| YTD | -9.7% | +31.3% | -41.0% | -21.3% |
| 1Y | +84.4% | +55.3% | +29.0% | +54.7% |
| 3Y | +550.0% | +136.8% | +413.2% | +363.7% |
| All | +550.0% | +130.8% | +419.2% | +363.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling