+113.2%
WDC vs POET
-21.9%
+135.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.6% | -6.0% |
| 7D | -18.3% | -16.4% | -1.9% | -15.6% |
| 30D | -26.7% | -37.5% | +10.8% | -20.6% |
| 3M | -40.9% | -43.1% | +2.1% | -35.4% |
| 6M | -26.8% | -31.4% | +4.6% | -21.0% |
| YTD | +88.2% | -22.9% | +111.1% | +85.2% |
| 1Y | +113.2% | -18.0% | +131.2% | +110.6% |
| All | +113.2% | -21.9% | +135.1% | +110.6% |
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