+84.9%
USB vs POET
+120.4%
-35.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -0.2% |
| 7D | +1.4% | -0.4% | +1.8% | +1.4% |
| 30D | +6.4% | -27.3% | +33.7% | +7.5% |
| 3M | -4.5% | -40.8% | +36.3% | -3.0% |
| 6M | +11.4% | -53.7% | +65.1% | +12.6% |
| YTD | +17.1% | -19.9% | +37.0% | +13.2% |
| 1Y | +32.6% | -4.0% | +36.6% | +26.7% |
| 3Y | +101.8% | +284.1% | -182.3% | +73.2% |
| 5Y | +25.1% | -37.4% | +62.5% | +14.0% |
| 10Y | +84.9% | +120.4% | -35.6% | +60.9% |
| All | +84.9% | +120.4% | -35.6% | +60.9% |
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 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