+916.1%
WDC vs POET
-6.5%
+922.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.5% |
| 3M | -15.5% | -29.3% | +13.8% | -13.1% |
| 6M | +66.5% | +6.9% | +59.6% | +59.6% |
| YTD | +159.9% | +25.6% | +134.3% | +145.0% |
| 1Y | +366.0% | +49.2% | +316.8% | +326.9% |
| 3Y | +1,285.8% | +128.4% | +1,157.4% | +1,080.1% |
| All | +916.1% | -6.5% | +922.6% | +783.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling