+1,050.6%
WELL vs POET
-20.0%
+1,070.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.2% | -0.5% |
| 7D | -1.1% | +9.7% | -10.9% | -1.3% |
| 30D | +0.7% | -6.5% | +7.3% | +0.8% |
| 3M | +14.5% | -25.7% | +40.2% | +14.8% |
| 6M | +14.4% | +19.6% | -5.2% | +12.5% |
| YTD | +28.5% | +26.4% | +2.1% | +26.0% |
| 1Y | +41.8% | +50.1% | -8.3% | +38.0% |
| 3Y | +202.8% | +127.9% | +74.9% | +186.0% |
| 5Y | +208.8% | -5.9% | +214.7% | +193.9% |
| 10Y | +356.5% | +31.1% | +325.4% | +323.9% |
| All | +1,050.6% | -20.0% | +1,070.6% | +1,064.7% |
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