+131.2%
PNC vs POET
+120.8%
+10.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | -0.6% | +0.4% | -0.9% | -0.6% |
| 30D | -4.4% | -10.4% | +6.0% | -4.2% |
| 3M | +5.2% | -29.3% | +34.6% | +5.8% |
| 6M | +20.6% | +6.9% | +13.8% | +16.9% |
| YTD | +19.8% | +25.6% | -5.8% | +15.1% |
| 1Y | +24.4% | +49.2% | -24.7% | +18.4% |
| 3Y | +131.2% | +128.4% | +2.8% | +113.9% |
| All | +131.2% | +120.8% | +10.4% | +113.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling