+526.4%
WAT vs POET
-20.0%
+546.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +0.6% |
| 7D | -1.8% | +9.7% | -11.5% | -2.0% |
| 30D | -1.7% | -6.5% | +4.9% | -1.6% |
| 3M | +9.1% | -25.7% | +34.8% | +9.6% |
| 6M | +32.4% | +19.6% | +12.9% | +29.8% |
| YTD | +6.6% | +26.4% | -19.8% | +4.1% |
| 1Y | +34.7% | +50.1% | -15.4% | +30.4% |
| 3Y | +53.6% | +127.9% | -74.3% | +43.4% |
| 5Y | -4.1% | -5.9% | +1.8% | -9.7% |
| 10Y | +167.9% | +31.1% | +136.7% | +144.2% |
| All | +526.4% | -20.0% | +546.4% | +455.0% |
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