-8.4%
POET vs WCC
+211.6%
-220.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.2% | -1.8% | -3.5% |
| 7D | +3.7% | +1.7% | +2.0% | +3.1% |
| 30D | -11.5% | -6.1% | -5.5% | -8.5% |
| 3M | -30.8% | +3.1% | -33.9% | -30.7% |
| 6M | +8.6% | +28.2% | -19.7% | +1.6% |
| YTD | +20.1% | +41.1% | -21.0% | +8.8% |
| 1Y | +35.7% | +61.3% | -25.6% | +18.4% |
| 3Y | +116.5% | +123.6% | -7.1% | +67.4% |
| 5Y | -8.4% | +214.8% | -223.2% | -41.4% |
| All | -8.4% | +211.6% | -220.1% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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