+43.3%
WM vs POET
+122.2%
-79.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | -0.6% |
| 7D | -1.2% | +9.7% | -10.9% | -1.1% |
| 30D | -4.5% | -6.5% | +2.1% | -4.5% |
| 3M | -2.2% | -25.7% | +23.5% | -2.2% |
| 6M | -11.5% | +19.6% | -31.0% | -11.8% |
| YTD | -0.7% | +26.4% | -27.1% | -1.1% |
| 1Y | +0.3% | +50.1% | -49.8% | -0.4% |
| All | +43.3% | +122.2% | -79.0% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling