+36.8%
PPL vs POET
-4.8%
+41.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.1% |
| YTD | +0.2% | +26.4% | -26.2% | -0.7% |
| 1Y | -0.2% | +50.1% | -50.3% | -1.5% |
| 3Y | +52.9% | +127.9% | -75.0% | +48.8% |
| 5Y | +36.8% | -5.9% | +42.7% | +32.0% |
| All | +36.8% | -4.8% | +41.6% | +32.0% |
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