+51.2%
PPL vs POET
+122.2%
-71.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.2% | -1.5% |
| 7D | 0.0% | +9.7% | -9.7% | 0.0% |
| 30D | -1.3% | -6.5% | +5.3% | -1.2% |
| 3M | -2.6% | -25.7% | +23.1% | -2.5% |
| 6M | -8.4% | +19.6% | -28.0% | -8.9% |
| YTD | +0.2% | +26.4% | -26.2% | -0.4% |
| 1Y | -0.2% | +50.1% | -50.3% | -1.2% |
| All | +51.2% | +122.2% | -71.0% | +51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling