+1,923.8%
GWW vs POET
-20.5%
+1,944.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.7% |
| YTD | +27.6% | +25.6% | +2.0% | +24.7% |
| 1Y | +27.2% | +49.2% | -22.0% | +23.3% |
| 3Y | +89.7% | +128.4% | -38.8% | +77.5% |
| 5Y | +223.9% | -4.2% | +228.1% | +205.3% |
| 10Y | +567.1% | +30.3% | +536.8% | +507.7% |
| All | +1,923.8% | -20.5% | +1,944.3% | +1,695.6% |
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