-18.0%
POET vs WSM
+44.0%
-62.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.5% | -10.6% | -7.9% |
| 7D | -16.4% | +8.0% | -24.4% | -20.7% |
| 30D | -37.5% | +13.5% | -51.0% | -42.9% |
| 3M | -43.1% | +8.8% | -51.9% | -46.6% |
| 6M | -31.4% | +54.7% | -86.1% | -51.9% |
| YTD | -22.9% | +53.3% | -76.2% | -48.0% |
| 1Y | -18.0% | +41.1% | -59.1% | -39.4% |
| All | -18.0% | +44.0% | -62.0% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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