+105.9%
USB vs POET
+29.8%
+76.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.9% | -6.3% | -1.6% |
| 7D | +2.1% | +17.0% | -15.0% | +1.5% |
| 30D | -2.3% | -6.7% | +4.5% | -2.1% |
| 3M | +13.9% | -32.3% | +46.2% | +14.9% |
| 6M | +21.6% | +32.3% | -10.7% | +16.2% |
| YTD | +19.3% | +31.3% | -11.9% | +13.7% |
| 1Y | +33.6% | +55.3% | -21.8% | +25.4% |
| 3Y | +97.7% | +136.8% | -39.0% | +74.0% |
| 5Y | +40.4% | -2.2% | +42.7% | +26.3% |
| 10Y | +105.9% | +34.0% | +71.9% | +72.5% |
| All | +105.9% | +29.8% | +76.1% | +72.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling