+1,321.6%
WPM vs POET
-24.0%
+1,345.6%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.0% | +1.3% | -3.5% |
| 7D | -3.6% | +3.7% | -7.3% | -3.7% |
| 30D | +12.5% | -11.5% | +24.0% | +12.8% |
| 3M | +40.6% | -30.8% | +71.4% | +41.7% |
| 6M | +0.5% | +8.6% | -8.0% | -1.1% |
| YTD | +29.0% | +20.1% | +9.0% | +26.3% |
| 1Y | +43.8% | +35.7% | +8.1% | +39.8% |
| 3Y | +266.3% | +116.5% | +149.8% | +243.4% |
| 5Y | +255.1% | -8.4% | +263.5% | +235.3% |
| 10Y | +526.8% | +24.6% | +502.2% | +470.3% |
| All | +1,321.6% | -24.0% | +1,345.6% | +905.0% |
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