-16.9%
POET vs WCC
+781.5%
-798.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.5% | +2.4% | +4.1% |
| 7D | +17.0% | +8.5% | +8.6% | +14.1% |
| 30D | -6.7% | -1.0% | -5.8% | -6.2% |
| 3M | -32.3% | +2.1% | -34.4% | -32.2% |
| 6M | +32.3% | +36.8% | -4.5% | +23.0% |
| YTD | +31.3% | +47.7% | -16.4% | +19.4% |
| 1Y | +55.3% | +66.5% | -11.2% | +37.1% |
| 3Y | +136.8% | +134.2% | +2.6% | +84.4% |
| 5Y | -2.2% | +231.6% | -233.9% | -33.8% |
| 10Y | +34.0% | +508.1% | -474.1% | -30.5% |
| All | -16.9% | +781.5% | -798.4% | -50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling