+98.6%
DAL vs POET
-4.8%
+103.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.5% | -0.1% |
| 7D | +0.8% | +9.7% | -9.0% | +0.3% |
| 30D | -11.7% | -6.5% | -5.2% | -11.5% |
| 3M | -2.7% | -25.7% | +23.0% | -1.8% |
| 6M | +30.7% | +19.6% | +11.1% | +24.0% |
| YTD | +14.4% | +26.4% | -12.0% | +7.7% |
| 1Y | +31.2% | +50.1% | -18.9% | +21.5% |
| 3Y | +99.4% | +127.9% | -28.5% | +80.3% |
| 5Y | +98.6% | -5.9% | +104.4% | +78.5% |
| All | +98.6% | -4.8% | +103.3% | +78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling