-18.0%
POET vs PFGC
+12.5%
-30.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +13.5% | -17.7% | -6.7% |
| 7D | -16.4% | +13.9% | -30.3% | -19.1% |
| 30D | -37.5% | +18.4% | -55.9% | -40.6% |
| 3M | -43.1% | -2.5% | -40.5% | -41.9% |
| 6M | -31.4% | +26.0% | -57.4% | -41.5% |
| YTD | -22.9% | +21.9% | -44.8% | -30.9% |
| 1Y | -18.0% | +13.4% | -31.4% | -27.2% |
| All | -18.0% | +12.5% | -30.5% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 1y: compounded portfolio wealth divided by compounded PFGC 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…
1y analysis · Full analysis span regression · 6 months rolling