+42.9%
POET vs WST
+34.9%
+8.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.7% |
| 7D | +9.7% | -1.7% | +11.4% | +10.2% |
| 30D | -6.5% | -4.3% | -2.2% | -5.4% |
| 3M | -25.7% | +0.7% | -26.5% | -25.5% |
| 6M | +19.6% | +36.0% | -16.4% | +6.9% |
| YTD | +26.4% | +22.7% | +3.6% | +17.7% |
| All | +42.9% | +34.9% | +8.0% | +39.2% |
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