+198.3%
WELL vs POET
+120.8%
+77.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | 0.0% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | +2.3% | -10.4% | +12.7% | +2.3% |
| 3M | +12.3% | -29.3% | +41.6% | +12.4% |
| 6M | +15.6% | +6.9% | +8.7% | +14.3% |
| YTD | +28.3% | +25.6% | +2.7% | +26.5% |
| 1Y | +41.9% | +49.2% | -7.2% | +39.0% |
| 3Y | +198.3% | +128.4% | +69.9% | +178.8% |
| All | +198.3% | +120.8% | +77.5% | +178.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling