-35.1%
POET vs WING
+0.4%
-35.5%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.8% |
| 3M | -42.4% | +40.2% | -82.6% | -45.7% |
| 6M | -64.3% | +32.7% | -97.0% | -66.5% |
| YTD | -19.0% | -32.8% | +13.8% | -14.4% |
| 1Y | +9.1% | -31.7% | +40.9% | +14.4% |
| 3Y | +297.7% | -24.7% | +322.4% | +305.8% |
| All | -35.1% | +0.4% | -35.5% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling