+468.9%
WFC vs POET
-20.0%
+488.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.7% | +5.7% | +2.0% |
| 7D | +0.4% | +9.7% | -9.3% | +0.2% |
| 30D | +2.5% | -6.5% | +9.0% | +2.6% |
| 3M | +10.0% | -25.7% | +35.7% | +10.4% |
| 6M | +15.1% | +19.6% | -4.5% | +12.4% |
| YTD | -2.2% | +26.4% | -28.6% | -4.8% |
| 1Y | +13.5% | +50.1% | -36.6% | +9.5% |
| 3Y | +135.2% | +127.9% | +7.3% | +119.1% |
| 5Y | +128.3% | -5.9% | +134.2% | +114.7% |
| 10Y | +142.4% | +31.1% | +111.2% | +121.6% |
| All | +468.9% | -20.0% | +488.9% | +596.4% |
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