+1,188.5%
WDC vs POET
+30.3%
+1,158.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.6% | -7.6% | -3.4% |
| 7D | -4.3% | +0.4% | -4.7% | -4.4% |
| 30D | -1.5% | -10.4% | +8.9% | -0.6% |
| 3M | -15.5% | -29.3% | +13.8% | -13.2% |
| 6M | +66.5% | +6.9% | +59.6% | +59.6% |
| YTD | +159.9% | +25.6% | +134.3% | +145.2% |
| 1Y | +366.0% | +49.2% | +316.8% | +327.4% |
| 3Y | +1,285.8% | +128.4% | +1,157.4% | +1,048.3% |
| 5Y | +925.6% | -4.2% | +929.8% | +775.6% |
| All | +1,188.5% | +30.3% | +1,158.2% | +958.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling