+525.4%
WPM vs POET
+30.3%
+495.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.9% |
| 7D | -0.6% | +0.4% | -0.9% | -0.6% |
| 30D | +14.4% | -10.4% | +24.8% | +14.9% |
| 3M | +37.0% | -29.3% | +66.3% | +38.4% |
| 6M | +4.1% | +6.9% | -2.7% | +1.6% |
| YTD | +31.7% | +25.6% | +6.1% | +27.4% |
| 1Y | +44.2% | +49.2% | -5.0% | +37.7% |
| 3Y | +265.5% | +128.4% | +137.0% | +233.0% |
| 5Y | +262.5% | -4.2% | +266.7% | +233.2% |
| All | +525.4% | +30.3% | +495.1% | +415.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling