+9.1%
POET vs WST
+54.9%
-45.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.8% | -2.0% |
| 7D | +1.2% | +4.2% | -3.0% | -0.4% |
| 30D | -12.2% | +11.2% | -23.4% | -14.8% |
| 3M | -42.4% | +20.4% | -62.8% | -45.7% |
| 6M | -64.3% | +37.9% | -102.2% | -67.9% |
| YTD | -19.0% | +51.8% | -70.8% | -28.2% |
| 1Y | +9.1% | +56.6% | -47.5% | -7.6% |
| All | +9.1% | +54.9% | -45.8% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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