-24.0%
POET vs UUUU
-72.7%
+48.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -6.3% | +1.3% | -4.2% |
| 7D | +3.7% | -5.0% | +8.7% | +4.4% |
| 30D | -11.5% | -7.8% | -3.7% | -10.5% |
| 3M | -30.8% | -0.4% | -30.3% | -30.4% |
| 6M | +8.6% | -32.9% | +41.5% | +14.1% |
| YTD | +20.1% | -6.3% | +26.3% | +20.9% |
| 1Y | +35.7% | +7.9% | +27.8% | +34.4% |
| 3Y | +116.5% | +85.2% | +31.3% | +98.1% |
| 5Y | -8.4% | +97.0% | -105.4% | -19.4% |
| 10Y | +24.6% | +492.6% | -468.0% | -8.2% |
| All | -24.0% | -72.7% | +48.7% | -47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling