+50.6%
POET vs WING
-65.5%
+116.1%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.0% | +9.0% | +8.1% |
| 7D | +5.6% | -3.9% | +9.5% | +5.8% |
| 30D | -2.1% | -11.6% | +9.5% | -1.7% |
| 3M | -48.8% | -24.2% | -24.6% | -48.0% |
| 6M | +15.8% | -54.1% | +69.9% | +31.9% |
| YTD | +25.1% | -53.9% | +79.0% | +40.8% |
| 1Y | +50.6% | -64.4% | +114.9% | +105.0% |
| All | +50.6% | -65.5% | +116.1% | +105.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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