-0.7%
PLD vs POET
-40.3%
+39.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.1% |
| 7D | +1.3% | +1.2% | +0.2% | +1.3% |
| 30D | -1.4% | -12.2% | +10.8% | -1.1% |
| 3M | -8.2% | -42.4% | +34.3% | -6.9% |
| 6M | -8.0% | -64.3% | +56.3% | -6.2% |
| YTD | +3.2% | -19.0% | +22.1% | +0.4% |
| 1Y | +7.0% | +9.1% | -2.1% | +2.8% |
| 3Y | +38.3% | +297.7% | -259.4% | +23.2% |
| All | -0.7% | -40.3% | +39.6% | -7.8% |
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