-18.0%
POET vs WCN
+16.1%
-34.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.8% | -6.9% | -2.1% |
| 7D | -16.4% | +6.7% | -23.1% | -12.2% |
| 30D | -37.5% | +24.3% | -61.8% | -26.9% |
| 3M | -43.1% | +16.1% | -59.2% | -36.5% |
| 6M | -31.4% | +19.9% | -51.3% | -21.9% |
| YTD | -22.9% | +10.1% | -33.0% | -11.7% |
| 1Y | -18.0% | +14.4% | -32.4% | -6.1% |
| All | -18.0% | +16.1% | -34.1% | -6.1% |
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