+27.3%
WAT vs POET
-21.9%
+49.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.1% | +5.8% | +1.9% |
| 7D | -1.9% | -16.4% | +14.5% | -1.0% |
| 30D | +6.2% | -37.5% | +43.8% | +8.7% |
| 3M | +18.1% | -43.1% | +61.1% | +21.2% |
| 6M | +54.9% | -31.4% | +86.3% | +52.2% |
| YTD | +23.1% | -22.9% | +46.0% | +20.5% |
| 1Y | +27.3% | -18.0% | +45.3% | +24.6% |
| All | +27.3% | -21.9% | +49.2% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling