+128.4%
POET vs WY
-24.8%
+153.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.5% |
| 7D | +0.4% | -4.2% | +4.5% | +1.2% |
| 30D | -10.4% | -10.1% | -0.3% | -8.7% |
| 3M | -29.3% | -8.5% | -20.8% | -28.4% |
| 6M | +6.9% | -3.3% | +10.2% | +6.5% |
| YTD | +25.6% | -4.4% | +30.0% | +25.8% |
| 1Y | +49.2% | -11.5% | +60.6% | +52.2% |
| 3Y | +128.4% | -24.3% | +152.8% | +232.0% |
| All | +128.4% | -24.8% | +153.2% | +232.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling