+51.6%
WM vs POET
-4.8%
+56.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.6% |
| YTD | -0.7% | +26.4% | -27.1% | -0.9% |
| 1Y | +0.3% | +50.1% | -49.8% | -0.1% |
| 3Y | +44.2% | +127.9% | -83.7% | +42.5% |
| 5Y | +51.6% | -5.9% | +57.5% | +48.3% |
| All | +51.6% | -4.8% | +56.4% | +48.3% |
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 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