+20.8%
WM vs POET
-21.9%
+42.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.8% | +1.5% |
| 7D | +5.9% | -16.4% | +22.4% | +5.4% |
| 30D | +15.4% | -37.5% | +52.9% | +13.9% |
| 3M | +6.3% | -43.1% | +49.4% | +4.9% |
| 6M | +5.6% | -31.4% | +37.0% | +5.1% |
| YTD | +9.9% | -22.9% | +32.8% | +10.5% |
| 1Y | +20.8% | -18.0% | +38.8% | +21.5% |
| All | +20.8% | -21.9% | +42.7% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling