-37.2%
POET vs GPC
+4.8%
-42.1%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.7% | -6.1% | -6.7% |
| 7D | +22.3% | -1.3% | +23.6% | +22.4% |
| 30D | -17.6% | -6.0% | -11.5% | -17.1% |
| 3M | -41.3% | -7.6% | -33.6% | -40.8% |
| 6M | -62.1% | +24.2% | -86.3% | -63.9% |
| YTD | -17.7% | +2.7% | -20.4% | -19.1% |
| 1Y | +3.2% | +0.2% | +3.0% | +1.9% |
| 3Y | +294.7% | -0.8% | +295.4% | +281.4% |
| 5Y | -37.2% | +4.4% | -41.7% | -38.1% |
| All | -37.2% | +4.8% | -42.1% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling