+78.9%
UBER vs POET
-6.5%
+85.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.8% | -1.4% |
| 7D | -5.4% | +0.4% | -5.8% | -5.4% |
| 30D | -4.9% | -10.4% | +5.5% | -4.6% |
| 3M | +3.0% | -29.3% | +32.4% | +3.9% |
| 6M | -4.4% | +6.9% | -11.3% | -7.6% |
| YTD | -12.3% | +25.6% | -37.9% | -16.1% |
| 1Y | -24.3% | +49.2% | -73.5% | -28.7% |
| 3Y | +46.4% | +128.4% | -82.0% | +33.1% |
| All | +78.9% | -6.5% | +85.3% | +68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling