+135.9%
WMT vs POET
-6.5%
+142.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | +1.3% |
| 7D | 0.0% | +0.4% | -0.4% | 0.0% |
| 30D | -7.4% | -10.4% | +3.0% | -7.3% |
| 3M | -10.9% | -29.3% | +18.5% | -10.6% |
| 6M | -12.7% | +6.9% | -19.5% | -13.5% |
| YTD | -3.2% | +25.6% | -28.8% | -4.4% |
| 1Y | +5.3% | +49.2% | -43.9% | +3.6% |
| 3Y | +101.9% | +128.4% | -26.6% | +97.7% |
| All | +135.9% | -6.5% | +142.4% | +129.5% |
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