+50.6%
POET vs GFI
+45.3%
+5.3%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.6% | +8.7% |
| 7D | +5.6% | +3.1% | +2.5% | +4.2% |
| 30D | -2.1% | +27.1% | -29.2% | -11.1% |
| 3M | -48.8% | +21.2% | -70.0% | -52.7% |
| 6M | +15.8% | -4.5% | +20.3% | +14.4% |
| YTD | +25.1% | +11.7% | +13.4% | +16.0% |
| 1Y | +50.6% | +46.0% | +4.5% | +63.2% |
| All | +50.6% | +45.3% | +5.3% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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