+22.1%
PLD vs POET
+40.7%
-18.6%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.9% |
| 7D | -1.2% | +0.4% | -1.5% | -1.2% |
| 30D | -3.5% | -10.4% | +6.8% | -3.4% |
| 3M | -7.1% | -29.3% | +22.2% | -6.7% |
| 6M | +2.6% | +6.9% | -4.3% | -0.1% |
| YTD | +8.0% | +25.6% | -17.6% | +5.0% |
| 1Y | +22.1% | +49.2% | -27.1% | +18.8% |
| All | +22.1% | +40.7% | -18.6% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling