+72.7%
PL vs POET
-4.8%
+77.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.7% | +0.4% | -2.8% |
| 7D | -13.9% | +9.7% | -23.6% | -15.1% |
| 30D | -25.5% | -6.5% | -18.9% | -24.8% |
| 3M | -44.8% | -25.7% | -19.0% | -43.0% |
| 6M | -33.3% | +19.6% | -52.9% | -40.2% |
| YTD | -12.7% | +26.4% | -39.1% | -22.6% |
| 1Y | +90.9% | +50.1% | +40.8% | +63.4% |
| 3Y | +528.5% | +127.9% | +400.5% | +375.8% |
| 5Y | +72.7% | -5.9% | +78.6% | +30.6% |
| All | +72.7% | -4.8% | +77.5% | +30.6% |
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