+54.1%
PPL vs POET
+30.3%
+23.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -0.5% |
| 7D | -2.1% | +0.4% | -2.5% | -2.1% |
| 30D | -3.1% | -10.4% | +7.3% | -2.9% |
| 3M | -3.1% | -29.3% | +26.2% | -2.7% |
| 6M | -8.0% | +6.9% | -14.8% | -9.6% |
| YTD | -0.3% | +25.6% | -25.9% | -2.7% |
| 1Y | -2.2% | +49.2% | -51.4% | -5.4% |
| 3Y | +50.4% | +128.4% | -78.1% | +39.4% |
| 5Y | +36.9% | -4.2% | +41.1% | +28.5% |
| All | +54.1% | +30.3% | +23.7% | +35.8% |
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