+1,806.4%
DAL vs POET
-47.9%
+1,854.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.8% | +1.6% | -5.1% |
| 7D | +1.4% | +22.3% | -20.9% | +0.8% |
| 30D | +9.1% | -17.6% | +26.6% | +9.5% |
| 3M | -3.5% | -41.3% | +37.8% | -2.4% |
| 6M | +23.4% | -62.1% | +85.4% | +25.3% |
| YTD | +26.0% | -17.7% | +43.7% | +24.1% |
| 1Y | +44.6% | +3.2% | +41.5% | +41.5% |
| 3Y | +162.7% | +294.7% | -132.0% | +146.2% |
| 5Y | +113.0% | -37.2% | +150.2% | +103.9% |
| 10Y | +109.8% | +126.5% | -16.7% | +98.1% |
| All | +1,806.4% | -47.9% | +1,854.3% | +1,833.4% |
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