+54.0%
UNP vs POET
-6.5%
+60.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.5% |
| 7D | -1.8% | +0.4% | -2.2% | -1.8% |
| 30D | -2.7% | -10.4% | +7.6% | -2.6% |
| 3M | +6.5% | -29.3% | +35.8% | +6.8% |
| 6M | +14.4% | +6.9% | +7.5% | +12.4% |
| YTD | +24.8% | +25.6% | -0.8% | +22.1% |
| 1Y | +34.4% | +49.2% | -14.7% | +30.3% |
| 3Y | +43.6% | +128.4% | -84.9% | +35.7% |
| All | +54.0% | -6.5% | +60.4% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling