+1,782.4%
UAL vs POET
-16.9%
+1,799.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.7% | -3.0% |
| 7D | +3.5% | +17.0% | -13.6% | +2.9% |
| 30D | -16.5% | -6.7% | -9.7% | -16.3% |
| 3M | +2.8% | -32.3% | +35.1% | +3.8% |
| 6M | +17.6% | +32.3% | -14.8% | +13.6% |
| YTD | -3.2% | +31.3% | -34.5% | -6.7% |
| 1Y | +0.4% | +55.3% | -54.9% | -4.2% |
| 3Y | +128.2% | +136.8% | -8.6% | +108.3% |
| 5Y | +137.7% | -2.2% | +140.0% | +119.5% |
| 10Y | +99.1% | +34.0% | +65.1% | +78.2% |
| All | +1,782.4% | -16.9% | +1,799.3% | +2,253.1% |
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