+1,842.6%
UMC vs POET
+30.3%
+1,812.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.3% | +2.1% |
| 7D | +9.0% | +0.4% | +8.6% | +9.0% |
| 30D | +17.2% | -10.4% | +27.6% | +17.9% |
| 3M | +11.4% | -29.3% | +40.7% | +13.3% |
| 6M | +137.5% | +6.9% | +130.7% | +131.3% |
| YTD | +193.1% | +25.6% | +167.5% | +182.7% |
| 1Y | +240.3% | +49.2% | +191.1% | +223.8% |
| 3Y | +262.2% | +128.4% | +133.7% | +225.7% |
| 5Y | +143.1% | -4.2% | +147.3% | +121.5% |
| All | +1,842.6% | +30.3% | +1,812.2% | +1,597.7% |
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