+83.0%
PL vs POET
-5.7%
+88.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.0% | -9.3% | -2.4% |
| 7D | -9.3% | +5.6% | -14.9% | -10.1% |
| 30D | -18.9% | -2.1% | -16.8% | -18.8% |
| 3M | -58.4% | -48.8% | -9.5% | -54.6% |
| 6M | -30.3% | +15.8% | -46.1% | -36.9% |
| YTD | -8.1% | +25.1% | -33.2% | -18.0% |
| 1Y | +180.5% | +50.6% | +129.9% | +141.7% |
| 3Y | +444.1% | +107.9% | +336.3% | +319.5% |
| 5Y | +83.0% | -11.0% | +94.0% | +40.1% |
| All | +83.0% | -5.7% | +88.7% | +39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling