+153.0%
WBD vs POET
-20.5%
+173.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.7% |
| 7D | -0.7% | +0.4% | -1.1% | -0.8% |
| 30D | +1.4% | -10.4% | +11.8% | +1.6% |
| 3M | +4.4% | -29.3% | +33.7% | +4.9% |
| 6M | +0.8% | +6.9% | -6.0% | -0.7% |
| YTD | -2.7% | +25.6% | -28.3% | -4.7% |
| 1Y | +73.4% | +49.2% | +24.3% | +68.6% |
| 3Y | +142.1% | +128.4% | +13.7% | +127.8% |
| 5Y | +7.2% | -4.2% | +11.4% | +1.6% |
| 10Y | +14.2% | +30.3% | -16.1% | +6.9% |
| All | +153.0% | -20.5% | +173.5% | +192.2% |
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