+201.1%
USFD vs POET
-7.0%
+208.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.7% | -1.7% | -5.3% |
| 7D | -7.0% | +9.7% | -16.7% | -7.3% |
| 30D | -10.3% | -6.5% | -3.7% | -10.2% |
| 3M | +9.2% | -25.7% | +34.9% | +9.8% |
| 6M | +7.4% | +19.6% | -12.2% | +3.1% |
| YTD | +29.4% | +26.4% | +3.0% | +23.5% |
| 1Y | +24.8% | +50.1% | -25.3% | +17.2% |
| 3Y | +150.0% | +127.9% | +22.1% | +124.1% |
| All | +201.1% | -7.0% | +208.0% | +174.1% |
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 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