-20.0%
POET vs WY
+116.7%
-136.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.7% |
| 7D | +9.7% | -1.7% | +11.4% | +10.1% |
| 30D | -6.5% | -9.9% | +3.3% | -4.8% |
| 3M | -25.7% | -7.5% | -18.2% | -25.0% |
| 6M | +19.6% | -5.1% | +24.7% | +20.1% |
| YTD | +26.4% | -2.1% | +28.5% | +26.2% |
| 1Y | +50.1% | -7.3% | +57.4% | +51.2% |
| 3Y | +127.9% | -22.6% | +150.6% | +135.3% |
| 5Y | -5.9% | -19.8% | +13.9% | -4.2% |
| 10Y | +31.1% | +9.6% | +21.6% | +23.2% |
| All | -20.0% | +116.7% | -136.7% | -15.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling