+7.2%
AWK vs POET
+120.8%
-113.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -1.5% |
| 7D | -2.1% | +0.4% | -2.5% | -2.1% |
| 30D | +2.1% | -10.4% | +12.4% | +2.0% |
| 3M | +11.4% | -29.3% | +40.7% | +11.2% |
| 6M | +3.9% | +6.9% | -2.9% | +4.4% |
| YTD | +7.7% | +25.6% | -17.9% | +8.3% |
| 1Y | +1.3% | +49.2% | -47.9% | +1.9% |
| 3Y | +7.2% | +128.4% | -121.3% | +2.9% |
| All | +7.2% | +120.8% | -113.7% | +2.9% |
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