+297.7%
POET vs WING
-23.4%
+321.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +1.2% | -2.5% | +3.7% | +1.6% |
| 30D | -12.2% | +29.5% | -41.7% | -16.3% |
| 3M | -42.4% | +40.2% | -82.6% | -46.1% |
| 6M | -64.3% | +32.7% | -97.0% | -66.9% |
| YTD | -19.0% | -32.8% | +13.8% | -12.3% |
| 1Y | +9.1% | -31.7% | +40.9% | +16.7% |
| 3Y | +297.7% | -24.7% | +322.4% | +44.2% |
| All | +297.7% | -23.4% | +321.1% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling