-16.9%
POET vs WWD
+878.4%
-895.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.0% | +6.9% | +5.4% |
| 7D | +17.0% | +0.8% | +16.2% | +16.8% |
| 30D | -6.7% | -6.4% | -0.3% | -5.2% |
| 3M | -32.3% | -5.6% | -26.7% | -31.7% |
| 6M | +32.3% | -9.1% | +41.4% | +34.5% |
| YTD | +31.3% | +12.5% | +18.8% | +27.2% |
| 1Y | +55.3% | +41.3% | +14.0% | +42.5% |
| 3Y | +136.8% | +170.2% | -33.5% | +89.3% |
| 5Y | -2.2% | +192.5% | -194.7% | -24.0% |
| 10Y | +34.0% | +476.9% | -442.9% | -9.5% |
| All | -16.9% | +878.4% | -895.3% | -50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling