+106.2%
UAL vs POET
+30.3%
+75.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.6% | -1.5% | +2.8% |
| 7D | -1.4% | +0.4% | -1.8% | -1.5% |
| 30D | -12.2% | -10.4% | -1.9% | -11.7% |
| 3M | -2.5% | -29.3% | +26.9% | -0.9% |
| 6M | +21.1% | +6.9% | +14.3% | +14.5% |
| YTD | -1.8% | +25.6% | -27.4% | -8.7% |
| 1Y | +0.4% | +49.2% | -48.7% | -8.7% |
| 3Y | +130.3% | +128.4% | +1.8% | +91.1% |
| 5Y | +147.7% | -4.2% | +151.9% | +111.5% |
| All | +106.2% | +30.3% | +75.9% | +74.4% |
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 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