+43.7%
PYPL vs POET
-37.0%
+80.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.7% | +1.8% | -1.7% |
| 7D | -4.3% | +9.7% | -14.1% | -4.7% |
| 30D | -11.5% | -6.5% | -4.9% | -11.3% |
| 3M | +26.1% | -25.7% | +51.9% | +27.0% |
| 6M | +13.7% | +19.6% | -5.9% | +8.7% |
| YTD | -9.8% | +26.4% | -36.2% | -14.4% |
| 1Y | -22.1% | +50.1% | -72.2% | -27.2% |
| 3Y | -13.5% | +127.9% | -141.4% | -25.1% |
| 5Y | -81.6% | -5.9% | -75.7% | -83.8% |
| 10Y | +38.8% | +31.1% | +7.6% | +16.7% |
| All | +43.7% | -37.0% | +80.7% | +27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling