-26.4%
WDAY vs POET
+120.8%
-147.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.3% | +0.3% |
| 7D | -5.2% | +0.4% | -5.5% | -5.2% |
| 30D | +5.9% | -10.4% | +16.3% | +6.1% |
| 3M | +42.3% | -29.3% | +71.6% | +43.0% |
| 6M | +34.7% | +6.9% | +27.9% | +31.4% |
| YTD | -13.5% | +25.6% | -39.1% | -16.3% |
| 1Y | -18.1% | +49.2% | -67.2% | -21.4% |
| 3Y | -26.4% | +128.4% | -154.8% | -29.5% |
| All | -26.4% | +120.8% | -147.2% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling