+207.2%
UMC vs POET
+56.2%
+151.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.0% | -3.5% | +3.4% |
| 7D | +5.0% | +5.6% | -0.6% | +4.1% |
| 30D | +7.7% | -2.1% | +9.8% | +7.6% |
| 3M | +1.7% | -48.8% | +50.5% | +8.4% |
| 6M | +113.9% | +15.8% | +98.1% | +96.9% |
| YTD | +168.9% | +25.1% | +143.8% | +144.4% |
| 1Y | +207.2% | +50.6% | +156.6% | +186.6% |
| All | +207.2% | +56.2% | +151.0% | +186.6% |
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