+380.3%
HWM vs POET
+111.1%
+269.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.0% | +3.0% | -1.9% |
| 7D | -12.5% | +3.7% | -16.2% | -12.6% |
| 30D | -19.0% | -11.5% | -7.5% | -18.8% |
| 3M | -8.6% | -30.8% | +22.2% | -8.0% |
| 6M | -10.2% | +8.6% | -18.7% | -12.7% |
| YTD | +11.3% | +20.1% | -8.7% | +7.6% |
| 1Y | +24.3% | +35.7% | -11.5% | +19.1% |
| All | +380.3% | +111.1% | +269.2% | +328.5% |
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