+317.7%
USFD vs POET
-1.0%
+318.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.0% | -8.4% | -0.8% |
| 7D | -3.0% | +5.6% | -8.6% | -3.3% |
| 30D | +3.5% | -2.1% | +5.6% | +3.5% |
| 3M | +26.6% | -48.8% | +75.4% | +30.2% |
| 6M | +11.7% | +15.8% | -4.1% | +5.1% |
| YTD | +38.1% | +25.1% | +13.0% | +28.7% |
| 1Y | +33.4% | +50.6% | -17.2% | +21.0% |
| 3Y | +155.8% | +107.9% | +47.9% | +108.9% |
| 5Y | +214.0% | -11.0% | +225.0% | +165.6% |
| 10Y | +320.4% | +25.7% | +294.6% | +216.5% |
| All | +317.7% | -1.0% | +318.7% | +214.9% |
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