+150.0%
USFD vs POET
+122.2%
+27.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.7% | -1.7% | -5.4% |
| 7D | -7.0% | +9.7% | -16.7% | -7.2% |
| 30D | -10.3% | -6.5% | -3.7% | -10.2% |
| 3M | +9.2% | -25.7% | +34.9% | +9.7% |
| 6M | +7.4% | +19.6% | -12.2% | +4.3% |
| YTD | +29.4% | +26.4% | +3.0% | +25.2% |
| 1Y | +24.8% | +50.1% | -25.3% | +19.4% |
| All | +150.0% | +122.2% | +27.8% | +133.7% |
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