+1,779.1%
PWR vs POET
-24.0%
+1,803.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -1.1% |
| 7D | -0.2% | +3.7% | -3.9% | -0.3% |
| 30D | -7.7% | -11.5% | +3.8% | -7.4% |
| 3M | -4.9% | -30.8% | +25.9% | -4.0% |
| 6M | +9.7% | +8.6% | +1.2% | +7.5% |
| YTD | +46.7% | +20.1% | +26.6% | +43.0% |
| 1Y | +58.7% | +35.7% | +23.0% | +53.5% |
| 3Y | +200.7% | +116.5% | +84.2% | +180.4% |
| 5Y | +438.6% | -8.4% | +447.0% | +406.4% |
| 10Y | +2,392.1% | +24.6% | +2,367.5% | +2,162.8% |
| All | +1,779.1% | -24.0% | +1,803.1% | +1,824.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling