+305.5%
USFD vs POET
+30.3%
+275.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.4% | -1.0% |
| 7D | -8.4% | +0.4% | -8.7% | -8.4% |
| 30D | -14.1% | -10.4% | -3.7% | -13.6% |
| 3M | +4.5% | -29.3% | +33.8% | +5.8% |
| 6M | +4.4% | +6.9% | -2.5% | -1.3% |
| YTD | +26.6% | +25.6% | +1.0% | +17.8% |
| 1Y | +19.4% | +49.2% | -29.8% | +8.3% |
| 3Y | +144.6% | +128.4% | +16.1% | +97.9% |
| 5Y | +194.5% | -4.2% | +198.7% | +147.3% |
| All | +305.5% | +30.3% | +275.2% | +202.0% |
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 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