+697.3%
EWT vs POET
-20.5%
+717.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.7% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | +4.5% | -10.4% | +14.8% | +4.8% |
| 3M | +8.3% | -29.3% | +37.6% | +9.2% |
| 6M | +54.2% | +6.9% | +47.4% | +51.4% |
| YTD | +74.6% | +25.6% | +49.0% | +70.3% |
| 1Y | +84.9% | +49.2% | +35.7% | +78.6% |
| 3Y | +197.5% | +128.4% | +69.1% | +176.6% |
| 5Y | +150.6% | -4.2% | +154.8% | +135.1% |
| 10Y | +516.1% | +30.3% | +485.7% | +453.8% |
| All | +697.3% | -20.5% | +717.8% | +629.0% |
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 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