+125.6%
ULTA vs POET
+30.3%
+95.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.8% |
| 7D | -3.1% | +0.4% | -3.5% | -3.1% |
| 30D | +2.8% | -10.4% | +13.2% | +3.2% |
| 3M | +14.8% | -29.3% | +44.1% | +16.1% |
| 6M | -16.2% | +6.9% | -23.1% | -19.9% |
| YTD | -9.6% | +25.6% | -35.2% | -14.7% |
| 1Y | +4.8% | +49.2% | -44.4% | -3.2% |
| 3Y | +30.7% | +128.4% | -97.8% | +10.5% |
| 5Y | +45.9% | -4.2% | +50.1% | +26.6% |
| All | +125.6% | +30.3% | +95.3% | +75.7% |
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