+136.8%
POET vs GPC
-2.2%
+139.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.9% | +7.8% | +5.2% |
| 7D | +17.0% | +0.2% | +16.8% | +17.0% |
| 30D | -6.7% | -0.4% | -6.3% | -6.7% |
| 3M | -32.3% | +39.2% | -71.5% | -35.9% |
| 6M | +32.3% | +18.2% | +14.1% | +29.1% |
| YTD | +31.3% | +12.1% | +19.2% | +28.5% |
| 1Y | +55.3% | -0.7% | +56.0% | +55.5% |
| 3Y | +136.8% | -1.7% | +138.4% | +137.1% |
| All | +136.8% | -2.2% | +139.0% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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