+124.0%
POET vs GGLL
+328.4%
-204.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.9% |
| 3M | -32.3% | -18.0% | -14.3% | -29.0% |
| 6M | +32.3% | +15.3% | +17.1% | +20.0% |
| YTD | +31.3% | +2.2% | +29.1% | +22.9% |
| 1Y | +55.3% | +73.1% | -17.8% | +17.9% |
| 3Y | +136.8% | +242.7% | -105.9% | +32.7% |
| All | +124.0% | +328.4% | -204.4% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling