+57.9%
PPL vs POET
+294.6%
-236.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.3% |
| 7D | -0.4% | +1.2% | -1.5% | -0.4% |
| 30D | +2.6% | -12.2% | +14.8% | +2.7% |
| 3M | +0.8% | -42.4% | +43.2% | +1.0% |
| 6M | +1.4% | -64.3% | +65.7% | +1.7% |
| YTD | +4.3% | -19.0% | +23.3% | +3.6% |
| 1Y | +0.8% | +9.1% | -8.4% | -0.4% |
| 3Y | +57.9% | +297.7% | -239.8% | +51.6% |
| All | +57.9% | +294.6% | -236.7% | +51.6% |
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