+0.2%
WM vs POET
+43.4%
-43.2%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.9% |
| 7D | -3.1% | +3.7% | -6.8% | -3.0% |
| 30D | -5.3% | -11.5% | +6.2% | -5.5% |
| 3M | -4.2% | -30.8% | +26.5% | -4.5% |
| 6M | -8.1% | +8.6% | -16.6% | -7.1% |
| YTD | -1.4% | +20.1% | -21.5% | -0.4% |
| 1Y | +0.2% | +35.7% | -35.5% | +2.2% |
| All | +0.2% | +43.4% | -43.2% | +2.2% |
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