-12.7%
WMT vs POET
+14.2%
-26.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| 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% | -7.4% |
| 3M | -10.9% | -29.3% | +18.5% | -10.6% |
| 6M | -12.7% | +6.9% | -19.5% | -12.5% |
| All | -12.7% | +14.2% | -26.9% | -12.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling