+128.4%
POET vs GAP
+109.5%
+19.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.9% | +1.7% | +4.3% |
| 7D | +0.4% | -4.1% | +4.5% | +0.9% |
| 30D | -10.4% | +6.2% | -16.6% | -11.2% |
| 3M | -29.3% | -0.7% | -28.6% | -29.5% |
| 6M | +6.9% | -7.1% | +14.0% | +6.7% |
| YTD | +25.6% | -14.1% | +39.7% | +26.5% |
| 1Y | +49.2% | -8.5% | +57.7% | +48.4% |
| 3Y | +128.4% | +115.4% | +13.1% | +107.2% |
| All | +128.4% | +109.5% | +19.0% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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