+50.6%
POET vs UPST
-56.5%
+107.1%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.7% | +9.2% |
| 7D | +5.6% | -3.5% | +9.1% | +8.1% |
| 30D | -2.1% | -7.1% | +5.0% | +2.4% |
| 3M | -48.8% | -13.1% | -35.8% | -43.4% |
| 6M | +15.8% | -1.1% | +16.9% | +16.3% |
| YTD | +25.1% | -35.9% | +61.0% | +56.8% |
| 1Y | +50.6% | -57.4% | +108.0% | +95.2% |
| All | +50.6% | -56.5% | +107.1% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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