-1.9%
POET vs UUUU
+79.1%
-81.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.0% | +9.6% | +6.2% |
| 7D | +0.4% | -10.5% | +10.9% | +4.0% |
| 30D | -10.4% | -10.5% | +0.1% | -7.1% |
| 3M | -29.3% | -14.1% | -15.2% | -25.2% |
| 6M | +6.9% | -35.5% | +42.3% | +20.9% |
| YTD | +25.6% | -10.9% | +36.5% | +27.3% |
| 1Y | +49.2% | +3.4% | +45.8% | +44.8% |
| 3Y | +128.4% | +73.1% | +55.3% | +78.9% |
| All | -1.9% | +79.1% | -81.0% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling