+42.6%
POET vs PLTU
-36.4%
+79.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.4% | -0.6% | -3.8% |
| 7D | +3.7% | -17.7% | +21.4% | +9.1% |
| 30D | -11.5% | -12.5% | +1.0% | -9.8% |
| 3M | -30.8% | +39.5% | -70.3% | -41.8% |
| 6M | +8.6% | -7.0% | +15.5% | +1.1% |
| YTD | +20.1% | -38.1% | +58.1% | +26.3% |
| All | +42.6% | -36.4% | +79.0% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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