-38.1%
POET vs WING
+405.9%
-444.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.0% | +9.0% | +8.2% |
| 7D | +5.6% | -3.9% | +9.5% | +6.2% |
| 30D | -2.1% | -11.6% | +9.5% | -0.5% |
| 3M | -48.8% | -24.2% | -24.6% | -47.0% |
| 6M | +15.8% | -54.1% | +69.9% | +30.2% |
| YTD | +25.1% | -53.9% | +79.0% | +39.5% |
| 1Y | +50.6% | -64.4% | +114.9% | +74.7% |
| 3Y | +107.9% | -30.2% | +138.1% | +111.2% |
| 5Y | -11.0% | -34.1% | +23.1% | -12.9% |
| 10Y | +25.7% | +342.1% | -316.4% | +1.4% |
| All | -38.1% | +405.9% | -444.0% | -51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling