+50.6%
POET vs UEC
-1.0%
+51.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.3% | +7.8% | +7.9% |
| 7D | +5.6% | -6.9% | +12.5% | +9.5% |
| 30D | -2.1% | +7.6% | -9.8% | -6.2% |
| 3M | -48.8% | -18.4% | -30.4% | -43.8% |
| 6M | +15.8% | -23.3% | +39.1% | +23.7% |
| YTD | +25.1% | -1.2% | +26.3% | +12.6% |
| 1Y | +50.6% | +2.3% | +48.3% | +40.8% |
| All | +50.6% | -1.0% | +51.6% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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