+2,521.4%
PWR vs POET
+30.3%
+2,491.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.6% | +0.5% | +4.9% |
| 7D | +4.2% | +0.4% | +3.8% | +4.2% |
| 30D | -4.0% | -10.4% | +6.3% | -3.5% |
| 3M | -4.8% | -29.3% | +24.6% | -3.4% |
| 6M | +14.6% | +6.9% | +7.8% | +10.6% |
| YTD | +54.2% | +25.6% | +28.6% | +47.1% |
| 1Y | +67.1% | +49.2% | +18.0% | +57.0% |
| 3Y | +218.5% | +128.4% | +90.0% | +183.2% |
| 5Y | +466.3% | -4.2% | +470.5% | +411.7% |
| All | +2,521.4% | +30.3% | +2,491.1% | +2,214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling