+98.3%
USB vs POET
+110.6%
-12.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.0% | -8.3% | -0.4% |
| 7D | +1.4% | +5.6% | -4.2% | +1.3% |
| 30D | -1.3% | -2.1% | +0.8% | -1.3% |
| 3M | +15.2% | -48.8% | +64.1% | +16.5% |
| 6M | +18.8% | +15.8% | +3.0% | +15.2% |
| YTD | +21.0% | +25.1% | -4.1% | +16.7% |
| 1Y | +34.0% | +50.6% | -16.6% | +28.0% |
| All | +98.3% | +110.6% | -12.4% | +89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling