-16.9%
POET vs UEC
+292.4%
-309.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.0% | +1.9% | +4.5% |
| 7D | +17.0% | +2.6% | +14.5% | +16.6% |
| 30D | -6.7% | +5.6% | -12.3% | -7.6% |
| 3M | -32.3% | -5.7% | -26.6% | -31.6% |
| 6M | +32.3% | -8.0% | +40.4% | +32.8% |
| YTD | +31.3% | +1.8% | +29.5% | +29.8% |
| 1Y | +55.3% | +0.6% | +54.7% | +53.6% |
| 3Y | +136.8% | +155.2% | -18.4% | +103.3% |
| 5Y | -2.2% | +305.8% | -308.0% | -24.9% |
| 10Y | +34.0% | +943.0% | -909.0% | -16.5% |
| All | -16.9% | +292.4% | -309.3% | -53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling