-9.3%
UL vs POET
+56.2%
-65.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.0% | -8.1% | +0.1% |
| 7D | -1.3% | +5.6% | -6.9% | -1.2% |
| 30D | +0.5% | -2.1% | +2.6% | +0.5% |
| 3M | +17.6% | -48.8% | +66.4% | +16.9% |
| 6M | -5.4% | +15.8% | -21.2% | -3.6% |
| YTD | +0.7% | +25.1% | -24.4% | +2.9% |
| 1Y | -9.3% | +50.6% | -59.8% | -8.5% |
| All | -9.3% | +56.2% | -65.5% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling