+61.3%
WM vs POET
-26.4%
+87.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +10.3% | -9.0% | +1.3% |
| 7D | +0.8% | +14.5% | -13.8% | +0.9% |
| 30D | +13.8% | -12.8% | +26.6% | +13.8% |
| 3M | +6.4% | -34.9% | +41.3% | +6.3% |
| 6M | +13.2% | -59.8% | +73.0% | +13.1% |
| YTD | +10.8% | -11.7% | +22.5% | +10.3% |
| 1Y | +20.2% | +5.7% | +14.5% | +19.6% |
| 3Y | +46.5% | +323.5% | -277.0% | +45.5% |
| 5Y | +61.3% | -31.0% | +92.2% | +60.4% |
| All | +61.3% | -26.4% | +87.7% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling