+4.4%
HWM vs POET
-21.9%
+26.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | -4.1% |
| 7D | +9.4% | -16.4% | +25.8% | +10.0% |
| 30D | -7.0% | -37.5% | +30.5% | -5.6% |
| 3M | -25.9% | -43.1% | +17.2% | -24.6% |
| 6M | -10.8% | -31.4% | +20.5% | -10.9% |
| YTD | +4.3% | -22.9% | +27.2% | -1.7% |
| 1Y | +4.4% | -18.0% | +22.4% | -2.2% |
| All | +4.4% | -21.9% | +26.3% | -2.2% |
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