-8.4%
POET vs WU
-51.6%
+43.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.8% |
| 7D | +3.7% | -5.0% | +8.6% | +4.9% |
| 30D | -11.5% | -2.3% | -9.3% | -11.1% |
| 3M | -30.8% | -3.2% | -27.6% | -31.4% |
| 6M | +8.6% | -25.0% | +33.6% | +13.2% |
| YTD | +20.1% | -21.7% | +41.7% | +22.6% |
| 1Y | +35.7% | -9.0% | +44.7% | +30.9% |
| 3Y | +116.5% | -28.9% | +145.4% | +124.7% |
| 5Y | -8.4% | -51.0% | +42.6% | -8.4% |
| All | -8.4% | -51.6% | +43.1% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling