+228.4%
UNH vs POET
+30.3%
+198.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.6% | -7.0% | -2.5% |
| 7D | -4.5% | +0.4% | -4.9% | -4.6% |
| 30D | -6.5% | -10.4% | +3.8% | -6.3% |
| 3M | -6.0% | -29.3% | +23.3% | -5.5% |
| 6M | +33.7% | +6.9% | +26.8% | +30.8% |
| YTD | +16.4% | +25.6% | -9.2% | +13.1% |
| 1Y | +10.1% | +49.2% | -39.1% | +6.0% |
| 3Y | -16.3% | +128.4% | -144.8% | -22.0% |
| 5Y | +2.1% | -4.2% | +6.3% | -3.5% |
| All | +228.4% | +30.3% | +198.0% | +195.4% |
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