+1,983.9%
WDC vs POET
-24.0%
+2,007.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.0% | +0.6% | -4.2% |
| 7D | +4.4% | +3.7% | +0.7% | +4.2% |
| 30D | +5.3% | -11.5% | +16.8% | +5.9% |
| 3M | -5.9% | -30.8% | +24.9% | -4.3% |
| 6M | +73.2% | +8.6% | +64.7% | +69.3% |
| YTD | +167.8% | +20.1% | +147.8% | +160.2% |
| 1Y | +386.0% | +35.7% | +350.3% | +365.8% |
| 3Y | +1,309.7% | +116.5% | +1,193.2% | +1,175.5% |
| 5Y | +957.1% | -8.4% | +965.5% | +869.7% |
| 10Y | +1,246.7% | +24.6% | +1,222.1% | +1,079.5% |
| All | +1,983.9% | -24.0% | +2,007.9% | +1,455.0% |
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