+136.8%
POET vs GGLL
+247.9%
-111.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GGLL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +17.0% | +1.9% | +15.2% | +16.2% |
| 30D | -6.7% | -9.7% | +3.0% | -3.8% |
| 3M | -32.3% | -18.0% | -14.3% | -28.8% |
| 6M | +32.3% | +15.3% | +17.1% | +18.8% |
| YTD | +31.3% | +2.2% | +29.1% | +21.9% |
| 1Y | +55.3% | +73.1% | -17.8% | +14.5% |
| 3Y | +136.8% | +242.7% | -105.9% | +27.7% |
| All | +136.8% | +247.9% | -111.2% | +27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling