+129.9%
POET vs WING
-29.7%
+159.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.8% | -3.9% |
| 7D | +9.7% | -2.3% | +12.0% | +10.1% |
| 30D | -6.5% | -5.6% | -0.9% | -5.9% |
| 3M | -25.7% | -22.9% | -2.8% | -23.3% |
| 6M | +19.6% | -50.4% | +70.0% | +36.0% |
| YTD | +26.4% | -53.3% | +79.7% | +44.0% |
| 1Y | +50.1% | -61.2% | +111.3% | +77.6% |
| All | +129.9% | -29.7% | +159.6% | +209.9% |
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