+278.6%
POET vs USHY
+49.7%
+228.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +0.4% | -0.7% | +1.1% | +1.7% |
| 30D | -10.4% | -0.7% | -9.7% | -9.1% |
| 3M | -29.3% | +0.1% | -29.4% | -29.0% |
| 6M | +6.9% | +1.8% | +5.1% | +5.0% |
| YTD | +25.6% | +1.8% | +23.8% | +23.7% |
| 1Y | +49.2% | +3.3% | +45.9% | +43.7% |
| 3Y | +128.4% | +27.0% | +101.5% | +64.2% |
| 5Y | -4.2% | +21.0% | -25.2% | -25.4% |
| All | +278.6% | +49.7% | +228.9% | +164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 10y: compounded portfolio wealth divided by compounded USHY 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…
10y analysis · Full analysis span regression · 6 months rolling