-80.6%
PYPL vs POET
-6.5%
-74.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.6% |
| 7D | -2.3% | +0.4% | -2.6% | -2.3% |
| 30D | -9.0% | -10.4% | +1.3% | -8.7% |
| 3M | +30.6% | -29.3% | +59.9% | +31.9% |
| 6M | +18.6% | +6.9% | +11.7% | +13.1% |
| YTD | -7.2% | +25.6% | -32.8% | -12.8% |
| 1Y | -19.3% | +49.2% | -68.4% | -25.7% |
| 3Y | -12.3% | +128.4% | -140.7% | -25.8% |
| All | -80.6% | -6.5% | -74.2% | -83.3% |
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