+54.5%
USAR vs POET
+84.0%
-29.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.6% | -7.6% | -3.6% |
| 7D | -11.6% | +0.4% | -12.0% | -11.7% |
| 30D | -15.5% | -10.4% | -5.1% | -14.3% |
| 3M | -31.0% | -29.3% | -1.7% | -28.4% |
| 6M | -26.2% | +6.9% | -33.1% | -31.0% |
| YTD | +30.8% | +25.6% | +5.2% | +19.8% |
| 1Y | +7.1% | +49.2% | -42.1% | -2.4% |
| 3Y | +53.0% | +128.4% | -75.4% | +37.5% |
| All | +54.5% | +84.0% | -29.5% | +38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling