+673.5%
YUM vs POET
-20.5%
+694.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.7% | -2.2% |
| 7D | -6.1% | +0.4% | -6.4% | -6.1% |
| 30D | -5.8% | -10.4% | +4.5% | -5.7% |
| 3M | -7.6% | -29.3% | +21.7% | -7.3% |
| 6M | -9.1% | +6.9% | -16.0% | -10.5% |
| YTD | -5.5% | +25.6% | -31.1% | -7.3% |
| 1Y | -3.7% | +49.2% | -52.9% | -6.3% |
| 3Y | +17.8% | +128.4% | -110.6% | +11.1% |
| 5Y | +19.3% | -4.2% | +23.5% | +13.3% |
| 10Y | +170.7% | +30.3% | +140.4% | +147.9% |
| All | +673.5% | -20.5% | +694.0% | +592.2% |
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