+38.4%
PL vs POET
-26.4%
+64.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.3% | -9.8% | -1.1% |
| 7D | +13.4% | +14.5% | -1.2% | +10.9% |
| 30D | -10.2% | -12.8% | +2.6% | -8.3% |
| 3M | -39.5% | -34.9% | -4.6% | -35.6% |
| 6M | -65.7% | -59.8% | -5.9% | -61.9% |
| YTD | -27.3% | -11.7% | -15.6% | -32.2% |
| 1Y | +15.0% | +5.7% | +9.3% | +4.0% |
| 3Y | +560.8% | +323.5% | +237.3% | +394.6% |
| 5Y | +38.4% | -31.0% | +69.4% | +14.8% |
| All | +38.4% | -26.4% | +64.9% | +14.8% |
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 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