+40.4%
POET vs GGLL
+217.5%
-177.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GGLL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.5% | -10.3% | -8.0% |
| 7D | +22.3% | +11.5% | +10.8% | +18.0% |
| 30D | -17.6% | -31.2% | +13.7% | -7.6% |
| 3M | -41.3% | -28.7% | -12.6% | -35.3% |
| 6M | -62.1% | -47.2% | -14.9% | -54.4% |
| YTD | -17.7% | -24.3% | +6.6% | -16.0% |
| 1Y | +3.2% | -12.0% | +15.2% | -0.4% |
| 3Y | +294.7% | +169.6% | +125.1% | +138.8% |
| All | +40.4% | +217.5% | -177.0% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GGLL.
Daily Out/Under-Performance
Portfolio return minus GGLL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GGLL 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 10y: compounded portfolio wealth divided by compounded GGLL 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…
10y analysis · Full analysis span regression · 6 months rolling