+49.2%
POET vs WU
-9.1%
+58.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.0% | +4.6% |
| 7D | +0.4% | -3.5% | +3.9% | +0.4% |
| 30D | -10.4% | -2.9% | -7.4% | -10.3% |
| 3M | -29.3% | -2.3% | -27.1% | -30.9% |
| 6M | +6.9% | -25.4% | +32.2% | +4.2% |
| YTD | +25.6% | -21.2% | +46.8% | +17.6% |
| 1Y | +49.2% | -8.9% | +58.0% | +19.2% |
| All | +49.2% | -9.1% | +58.2% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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