+35.0%
WAT vs POET
+40.7%
-5.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.5% |
| 7D | -0.3% | +0.4% | -0.6% | -0.3% |
| 30D | -1.9% | -10.4% | +8.5% | -1.5% |
| 3M | +13.5% | -29.3% | +42.8% | +14.5% |
| 6M | +37.2% | +6.9% | +30.4% | +33.2% |
| YTD | +7.5% | +25.6% | -18.1% | +4.3% |
| 1Y | +35.0% | +49.2% | -14.1% | +32.5% |
| All | +35.0% | +40.7% | -5.7% | +32.5% |
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