+118.4%
POET vs UUUU
+83.7%
+34.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -6.3% | +1.3% | -2.4% |
| 7D | +3.7% | -5.0% | +8.7% | +6.0% |
| 30D | -11.5% | -7.8% | -3.7% | -8.5% |
| 3M | -30.8% | -0.4% | -30.3% | -29.9% |
| 6M | +8.6% | -32.9% | +41.5% | +24.2% |
| YTD | +20.1% | -6.3% | +26.3% | +17.7% |
| 1Y | +35.7% | +7.9% | +27.8% | +25.5% |
| All | +118.4% | +83.7% | +34.7% | +41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling