-30.3%
PL vs POET
+9.8%
-40.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.0% | -9.3% | -2.5% |
| 7D | -9.3% | +5.6% | -14.9% | -10.1% |
| 30D | -18.9% | -2.1% | -16.8% | -18.7% |
| 3M | -58.4% | -48.8% | -9.5% | -55.2% |
| 6M | -30.3% | +15.8% | -46.1% | -36.6% |
| All | -30.3% | +9.8% | -40.2% | -36.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling