-35.1%
POET vs WWD
+187.3%
-222.3%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | +1.2% | +4.0% | -2.8% | -0.6% |
| 30D | -12.2% | +0.4% | -12.6% | -11.9% |
| 3M | -42.4% | -7.9% | -34.5% | -39.6% |
| 6M | -64.3% | -10.6% | -53.7% | -62.4% |
| YTD | -19.0% | +9.4% | -28.4% | -23.4% |
| 1Y | +9.1% | +25.7% | -16.6% | -4.0% |
| 3Y | +297.7% | +148.5% | +149.1% | +165.5% |
| All | -35.1% | +187.3% | -222.3% | -60.3% |
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