+57.1%
GWW vs POET
-21.9%
+79.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.1% | +10.7% | +6.6% |
| 7D | +11.1% | -16.4% | +27.5% | +11.2% |
| 30D | +15.7% | -37.5% | +53.3% | +16.1% |
| 3M | +14.8% | -43.1% | +57.8% | +15.2% |
| 6M | +30.9% | -31.4% | +62.3% | +31.2% |
| YTD | +48.5% | -22.9% | +71.4% | +43.5% |
| 1Y | +57.1% | -18.0% | +75.1% | +51.4% |
| All | +57.1% | -21.9% | +79.0% | +51.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling