+302.8%
WM vs POET
+30.3%
+272.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.2% |
| 7D | -2.1% | +0.4% | -2.5% | -2.1% |
| 30D | -5.3% | -10.4% | +5.1% | -5.2% |
| 3M | -2.0% | -29.3% | +27.3% | -1.7% |
| 6M | -8.6% | +6.9% | -15.4% | -9.8% |
| YTD | -1.6% | +25.6% | -27.2% | -3.3% |
| 1Y | -1.2% | +49.2% | -50.4% | -3.5% |
| 3Y | +41.9% | +128.4% | -86.5% | +34.5% |
| 5Y | +49.6% | -4.2% | +53.8% | +43.1% |
| All | +302.8% | +30.3% | +272.4% | +267.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling