+50.6%
POET vs UUUU
+27.9%
+22.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.8% | +7.2% | +7.6% |
| 7D | +5.6% | -1.4% | +7.0% | +6.4% |
| 30D | -2.1% | +16.3% | -18.4% | -9.1% |
| 3M | -48.8% | -16.7% | -32.1% | -44.0% |
| 6M | +15.8% | -33.7% | +49.4% | +32.3% |
| YTD | +25.1% | -0.5% | +25.6% | +14.2% |
| 1Y | +50.6% | +28.9% | +21.7% | +34.5% |
| All | +50.6% | +27.9% | +22.6% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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