-20.0%
POET vs WCN
+1,151.2%
-1,171.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.6% | -3.4% |
| 7D | +9.7% | -1.7% | +11.5% | +10.2% |
| 30D | -6.5% | -3.0% | -3.6% | -5.8% |
| 3M | -25.7% | +2.5% | -28.3% | -27.1% |
| 6M | +19.6% | -5.7% | +25.3% | +20.4% |
| YTD | +26.4% | -7.4% | +33.8% | +27.7% |
| 1Y | +50.1% | -8.6% | +58.7% | +51.7% |
| 3Y | +127.9% | +19.4% | +108.5% | +110.0% |
| 5Y | -5.9% | +27.2% | -33.1% | -16.1% |
| 10Y | +31.1% | +238.5% | -207.4% | -11.6% |
| All | -20.0% | +1,151.2% | -1,171.2% | -63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling