-1.9%
POET vs WWD
+184.1%
-186.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.3% | +4.0% |
| 7D | +0.4% | -2.6% | +3.0% | +1.6% |
| 30D | -10.4% | -6.9% | -3.4% | -7.2% |
| 3M | -29.3% | -13.0% | -16.3% | -25.0% |
| 6M | +6.9% | -12.5% | +19.3% | +11.4% |
| YTD | +25.6% | +11.8% | +13.7% | +16.8% |
| 1Y | +49.2% | +41.1% | +8.1% | +23.3% |
| 3Y | +128.4% | +163.1% | -34.6% | +48.6% |
| All | -1.9% | +184.1% | -186.0% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling