+24.1%
PPG vs POET
+30.3%
-6.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.3% |
| 7D | -6.2% | +0.4% | -6.6% | -6.3% |
| 30D | -7.9% | -10.4% | +2.4% | -7.7% |
| 3M | -10.2% | -29.3% | +19.1% | -9.6% |
| 6M | +2.7% | +6.9% | -4.2% | 0.0% |
| YTD | +4.9% | +25.6% | -20.7% | +1.4% |
| 1Y | -3.2% | +49.2% | -52.3% | -7.6% |
| 3Y | -17.0% | +128.4% | -145.4% | -24.7% |
| 5Y | -23.3% | -4.2% | -19.1% | -29.5% |
| All | +24.1% | +30.3% | -6.3% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling