+46.4%
PPL vs POET
-35.7%
+82.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.8% | +6.3% | -0.5% |
| 7D | -2.2% | +22.3% | -24.5% | -2.3% |
| 30D | +1.7% | -17.6% | +19.2% | +1.7% |
| 3M | +0.1% | -41.3% | +41.4% | +0.3% |
| 6M | -1.5% | -62.1% | +60.5% | -1.2% |
| YTD | +3.0% | -17.7% | +20.7% | +2.2% |
| 1Y | -1.4% | +3.2% | -4.6% | -2.5% |
| 3Y | +53.5% | +294.7% | -241.2% | +47.7% |
| 5Y | +46.4% | -37.2% | +83.6% | +44.8% |
| All | +46.4% | -35.7% | +82.1% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling