+50.6%
POET vs WCN
-8.7%
+59.3%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.2% | +9.2% | +7.2% |
| 7D | +5.6% | -0.6% | +6.2% | +5.1% |
| 30D | -2.1% | +0.4% | -2.5% | -1.8% |
| 3M | -48.8% | +7.3% | -56.2% | -46.9% |
| 6M | +15.8% | -2.5% | +18.3% | +18.9% |
| YTD | +25.1% | -5.4% | +30.5% | +26.0% |
| 1Y | +50.6% | -8.5% | +59.0% | +48.2% |
| All | +50.6% | -8.7% | +59.3% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling