+128.4%
POET vs WSM
+230.1%
-101.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.5% | +4.1% |
| 7D | +0.4% | -0.5% | +0.9% | +0.7% |
| 30D | -10.4% | -7.7% | -2.7% | -7.3% |
| 3M | -29.3% | +3.8% | -33.1% | -30.5% |
| 6M | +6.9% | +22.7% | -15.8% | -2.6% |
| YTD | +25.6% | +28.0% | -2.4% | +13.2% |
| 1Y | +49.2% | +12.7% | +36.4% | +41.2% |
| 3Y | +128.4% | +231.3% | -102.8% | +74.5% |
| All | +128.4% | +230.1% | -101.6% | +74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling