+269.5%
USB vs POET
-20.8%
+290.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.2% |
| YTD | +21.0% | +25.1% | -4.1% | +17.9% |
| 1Y | +34.0% | +50.6% | -16.6% | +29.4% |
| 3Y | +95.3% | +107.9% | -12.6% | +82.3% |
| 5Y | +40.4% | -11.0% | +51.4% | +32.1% |
| 10Y | +107.3% | +25.7% | +81.6% | +88.8% |
| All | +269.5% | -20.8% | +290.3% | +289.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling