+161.9%
DAL vs POET
+300.8%
-138.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.8% | +1.6% | -4.9% |
| 7D | +1.4% | +22.3% | -20.9% | +0.2% |
| 30D | +9.1% | -17.6% | +26.6% | +9.9% |
| 3M | -3.5% | -41.3% | +37.8% | -1.2% |
| 6M | +23.4% | -62.1% | +85.4% | +27.2% |
| YTD | +26.0% | -17.7% | +43.7% | +20.8% |
| 1Y | +44.6% | +3.2% | +41.5% | +36.4% |
| All | +161.9% | +300.8% | -138.9% | +144.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling