+33.9%
USB vs POET
+4.7%
+29.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +0.9% |
| 7D | +2.6% | +1.2% | +1.4% | +2.6% |
| 30D | +8.4% | -12.2% | +20.6% | +8.5% |
| 3M | -5.5% | -42.4% | +36.9% | -5.3% |
| 6M | +17.7% | -64.3% | +82.0% | +18.1% |
| YTD | +17.6% | -19.0% | +36.5% | +10.8% |
| 1Y | +33.9% | +9.1% | +24.7% | +22.6% |
| All | +33.9% | +4.7% | +29.2% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling