+426.2%
PPG vs POET
-20.5%
+446.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.8% |
| 3M | -10.2% | -29.3% | +19.1% | -9.8% |
| 6M | +2.7% | +6.9% | -4.2% | +1.1% |
| YTD | +4.9% | +25.6% | -20.7% | +2.8% |
| 1Y | -3.2% | +49.2% | -52.3% | -5.9% |
| 3Y | -17.0% | +128.4% | -145.4% | -21.7% |
| 5Y | -23.3% | -4.2% | -19.1% | -27.2% |
| 10Y | +26.4% | +30.3% | -3.9% | +16.5% |
| All | +426.2% | -20.5% | +446.7% | +420.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling