+440.1%
WMB vs POET
-20.0%
+460.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | -0.8% |
| 7D | 0.0% | +9.7% | -9.8% | -0.4% |
| 30D | +4.6% | -6.5% | +11.1% | +4.8% |
| 3M | +5.7% | -25.7% | +31.5% | +6.4% |
| 6M | +4.2% | +19.6% | -15.4% | +0.8% |
| YTD | +26.8% | +26.4% | +0.5% | +22.1% |
| 1Y | +34.7% | +50.1% | -15.4% | +27.8% |
| 3Y | +146.8% | +127.9% | +18.9% | +120.3% |
| 5Y | +285.0% | -5.9% | +290.9% | +249.0% |
| 10Y | +313.2% | +31.1% | +282.0% | +248.6% |
| All | +440.1% | -20.0% | +460.1% | +299.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling