+122.9%
WFC vs POET
-6.5%
+129.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.8% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | +1.5% | -10.4% | +11.9% | +1.8% |
| 3M | +10.2% | -29.3% | +39.5% | +10.9% |
| 6M | +18.8% | +6.9% | +11.9% | +14.6% |
| YTD | -1.5% | +25.6% | -27.1% | -6.0% |
| 1Y | +13.5% | +49.2% | -35.6% | +6.9% |
| 3Y | +135.0% | +128.4% | +6.5% | +114.1% |
| All | +122.9% | -6.5% | +129.3% | +110.1% |
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