+82.1%
POET vs PLTD
-77.8%
+159.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.6% | +3.4% | +10.4% |
| 7D | +5.6% | +5.9% | -0.3% | +8.8% |
| 30D | -2.1% | -11.6% | +9.5% | -7.9% |
| 3M | -48.8% | -29.9% | -18.9% | -54.6% |
| 6M | +15.8% | -28.5% | +44.3% | +6.0% |
| YTD | +25.1% | -20.4% | +45.5% | +24.2% |
| 1Y | +50.6% | -33.3% | +83.8% | +44.4% |
| All | +82.1% | -77.8% | +159.9% | +10.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling