+710.0%
WEC vs POET
-20.5%
+730.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | 0.0% |
| 7D | -0.6% | +0.4% | -1.0% | -0.6% |
| 30D | -2.6% | -10.4% | +7.7% | -2.6% |
| 3M | -6.0% | -29.3% | +23.3% | -5.9% |
| 6M | -5.4% | +6.9% | -12.3% | -6.0% |
| YTD | +2.5% | +25.6% | -23.1% | +1.6% |
| 1Y | -0.7% | +49.2% | -49.9% | -1.9% |
| 3Y | +38.7% | +128.4% | -89.7% | +34.8% |
| 5Y | +31.7% | -4.2% | +35.9% | +28.3% |
| 10Y | +146.5% | +30.3% | +116.2% | +135.9% |
| All | +710.0% | -20.5% | +730.5% | +695.9% |
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