+41.2%
USB vs POET
-11.0%
+52.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.0% | -8.3% | -0.5% |
| 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% | +16.8% |
| 6M | +18.8% | +15.8% | +3.0% | +14.9% |
| YTD | +21.0% | +25.1% | -4.1% | +16.4% |
| 1Y | +34.0% | +50.6% | -16.6% | +27.3% |
| 3Y | +95.3% | +107.9% | -12.6% | +79.6% |
| All | +41.2% | -11.0% | +52.2% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling