+72.8%
POET vs PLTU
+142.1%
-69.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.7% | +9.6% | +6.1% |
| 7D | +17.0% | -11.6% | +28.6% | +19.5% |
| 30D | -6.7% | -4.6% | -2.1% | -7.2% |
| 3M | -32.3% | +33.7% | -66.1% | -41.0% |
| 6M | +32.3% | -9.4% | +41.7% | +24.0% |
| YTD | +31.3% | -34.7% | +66.0% | +31.0% |
| 1Y | +55.3% | -23.2% | +78.6% | +48.5% |
| All | +72.8% | +142.1% | -69.4% | +3.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling