+240.1%
PLD vs POET
+24.6%
+215.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -0.8% |
| 7D | -2.8% | +3.7% | -6.5% | -3.0% |
| 30D | -3.6% | -11.5% | +7.9% | -3.3% |
| 3M | -7.1% | -30.8% | +23.7% | -6.4% |
| 6M | +0.2% | +8.6% | -8.3% | -2.8% |
| YTD | +6.9% | +20.1% | -13.2% | +3.1% |
| 1Y | +25.0% | +35.7% | -10.7% | +19.1% |
| 3Y | +20.8% | +116.5% | -95.8% | +8.6% |
| 5Y | +16.2% | -8.4% | +24.6% | +5.9% |
| All | +240.1% | +24.6% | +215.5% | +194.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling