+49.2%
POET vs WING
-58.1%
+107.3%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.0% | -1.3% | +4.3% |
| 7D | +0.4% | +7.2% | -6.9% | 0.0% |
| 30D | -10.4% | +4.8% | -15.2% | -10.5% |
| 3M | -29.3% | -23.7% | -5.7% | -28.1% |
| 6M | +6.9% | -43.6% | +50.4% | +18.9% |
| YTD | +25.6% | -50.6% | +76.2% | +41.0% |
| 1Y | +49.2% | -57.0% | +106.2% | +106.2% |
| All | +49.2% | -58.1% | +107.3% | +106.2% |
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