+50.6%
POET vs WWD
+41.9%
+8.7%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.1% | +7.0% | +7.7% |
| 7D | +5.6% | +1.3% | +4.3% | +5.1% |
| 30D | -2.1% | -7.2% | +5.1% | +0.5% |
| 3M | -48.8% | -3.8% | -45.0% | -48.3% |
| 6M | +15.8% | -9.9% | +25.7% | +16.9% |
| YTD | +25.1% | +14.8% | +10.3% | +17.0% |
| 1Y | +50.6% | +42.1% | +8.5% | +32.8% |
| All | +50.6% | +41.9% | +8.7% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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