+89.7%
GWW vs POET
+120.8%
-31.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.6% |
| 7D | -3.4% | +0.4% | -3.7% | -3.4% |
| 30D | -1.9% | -10.4% | +8.5% | -1.7% |
| 3M | -2.4% | -29.3% | +26.9% | -1.9% |
| 6M | +15.7% | +6.9% | +8.9% | +13.4% |
| YTD | +27.6% | +25.6% | +2.0% | +24.2% |
| 1Y | +27.2% | +49.2% | -22.0% | +22.8% |
| 3Y | +89.7% | +128.4% | -38.8% | +78.8% |
| All | +89.7% | +120.8% | -31.2% | +78.8% |
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