+1,573.3%
HWM vs POET
+219.6%
+1,353.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +4.9% | -15.6% | -10.9% |
| 7D | -9.2% | +17.0% | -26.2% | -9.9% |
| 30D | -17.9% | -6.7% | -11.1% | -17.7% |
| 3M | -6.0% | -32.3% | +26.3% | -4.9% |
| 6M | -7.4% | +32.3% | -39.7% | -12.0% |
| YTD | +13.1% | +31.3% | -18.2% | +7.1% |
| 1Y | +29.3% | +55.3% | -26.0% | +20.3% |
| 3Y | +389.9% | +136.8% | +253.2% | +323.1% |
| 5Y | +655.5% | -2.2% | +657.8% | +569.4% |
| All | +1,573.3% | +219.6% | +1,353.7% | +1,292.9% |
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