+140.1%
WMB vs POET
+111.1%
+29.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.9% | -2.9% |
| 7D | -1.7% | +3.7% | -5.3% | -1.8% |
| 30D | +0.7% | -11.5% | +12.2% | +1.0% |
| 3M | +1.5% | -30.8% | +32.3% | +2.3% |
| 6M | +0.1% | +8.6% | -8.5% | -2.6% |
| YTD | +22.9% | +20.1% | +2.9% | +18.9% |
| 1Y | +27.9% | +35.7% | -7.9% | +22.2% |
| All | +140.1% | +111.1% | +29.0% | +123.8% |
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