+282.1%
WDAY vs POET
+77.8%
+204.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | 0.0% |
| 7D | -7.4% | +9.7% | -17.1% | -7.6% |
| 30D | +1.0% | -6.5% | +7.6% | +1.1% |
| 3M | +32.7% | -25.7% | +58.4% | +33.2% |
| 6M | +25.6% | +19.6% | +6.0% | +21.7% |
| YTD | -13.4% | +26.4% | -39.8% | -16.5% |
| 1Y | -19.4% | +50.1% | -69.5% | -23.1% |
| 3Y | -25.8% | +127.9% | -153.7% | -32.6% |
| 5Y | -31.1% | -5.9% | -25.2% | -36.6% |
| 10Y | +113.3% | +31.1% | +82.2% | +87.3% |
| All | +282.1% | +77.8% | +204.3% | +232.8% |
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