+293.0%
POET vs UPST
-0.8%
+293.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -8.3% | +4.7% | -1.0% |
| 7D | -0.4% | -4.5% | +4.1% | +0.9% |
| 30D | -27.3% | -15.3% | -11.9% | -23.2% |
| 3M | -40.8% | -32.4% | -8.3% | -33.1% |
| 6M | -53.7% | -29.5% | -24.2% | -47.9% |
| YTD | -19.9% | -53.3% | +33.4% | -0.3% |
| 1Y | -4.0% | -47.4% | +43.4% | +16.8% |
| All | +293.0% | -0.8% | +293.8% | +151.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling