+104.3%
DAL vs POET
+133.2%
-28.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.3% |
| 7D | -1.1% | +1.2% | -2.3% | -1.2% |
| 30D | +12.8% | -12.2% | +25.0% | +13.4% |
| 3M | -5.3% | -42.4% | +37.1% | -2.7% |
| 6M | +22.4% | -64.3% | +86.7% | +27.1% |
| YTD | +25.6% | -19.0% | +44.6% | +20.7% |
| 1Y | +45.5% | +9.1% | +36.4% | +36.9% |
| 3Y | +161.0% | +297.7% | -136.7% | +116.6% |
| 5Y | +112.2% | -38.2% | +150.4% | +90.6% |
| All | +104.3% | +133.2% | -28.9% | +69.7% |
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