+19.8%
POET vs PLTD
-78.0%
+97.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.4% | -7.2% | -6.6% |
| 7D | +22.3% | -9.8% | +32.1% | +16.4% |
| 30D | -17.6% | +18.9% | -36.5% | -7.5% |
| 3M | -41.3% | -4.2% | -37.0% | -40.9% |
| 6M | -62.1% | -34.8% | -27.2% | -66.7% |
| YTD | -17.7% | -21.1% | +3.4% | -16.4% |
| 1Y | +3.2% | -19.3% | +22.4% | +8.1% |
| All | +19.8% | -78.0% | +97.8% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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