-18.0%
POET vs WING
-23.2%
+5.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.7% | -7.9% | -4.1% |
| 7D | -16.4% | +21.0% | -37.4% | -16.6% |
| 30D | -37.5% | +56.9% | -94.4% | -38.3% |
| 3M | -43.1% | +38.4% | -81.4% | -43.7% |
| 6M | -31.4% | +12.0% | -43.3% | -29.6% |
| YTD | -22.9% | -29.2% | +6.3% | -15.8% |
| 1Y | -18.0% | -28.8% | +10.8% | -10.6% |
| All | -18.0% | -23.2% | +5.2% | -10.6% |
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