-8.4%
POET vs UEC
+273.6%
-282.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.0% | 0.0% | -3.5% |
| 7D | +3.7% | -4.3% | +7.9% | +5.1% |
| 30D | -11.5% | -3.8% | -7.7% | -10.6% |
| 3M | -30.8% | +17.0% | -47.8% | -33.6% |
| 6M | +8.6% | -23.9% | +32.5% | +14.5% |
| YTD | +20.1% | -5.7% | +25.7% | +19.0% |
| 1Y | +35.7% | -12.5% | +48.3% | +36.5% |
| 3Y | +116.5% | +136.5% | -20.0% | +67.5% |
| 5Y | -8.4% | +243.3% | -251.7% | -38.2% |
| All | -8.4% | +273.6% | -282.0% | -38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling