+128.4%
POET vs WCN
+18.4%
+110.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.6% |
| 7D | +0.4% | -3.1% | +3.5% | +0.1% |
| 30D | -10.4% | -3.4% | -7.0% | -10.7% |
| 3M | -29.3% | +3.0% | -32.3% | -30.2% |
| 6M | +6.9% | -3.8% | +10.6% | +7.6% |
| YTD | +25.6% | -8.3% | +33.9% | +27.8% |
| 1Y | +49.2% | -9.7% | +58.9% | +53.1% |
| 3Y | +128.4% | +17.2% | +111.3% | +158.9% |
| All | +128.4% | +18.4% | +110.1% | +158.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling