+80.0%
POET vs UPST
+7.9%
+72.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.7% | +8.2% |
| 7D | +5.6% | -3.5% | +9.1% | +6.1% |
| 30D | -2.1% | -7.1% | +5.0% | -1.2% |
| 3M | -48.8% | -13.1% | -35.8% | -47.8% |
| 6M | +15.8% | -1.1% | +16.9% | +16.6% |
| YTD | +25.1% | -35.9% | +61.0% | +31.4% |
| 1Y | +50.6% | -57.4% | +108.0% | +63.8% |
| 3Y | +107.9% | -14.9% | +122.7% | +107.5% |
| 5Y | -11.0% | -88.7% | +77.6% | -10.5% |
| All | +80.0% | +7.9% | +72.1% | +135.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling