+1,660.9%
DAL vs POET
-20.8%
+1,681.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.0% | -6.2% | +1.6% |
| 7D | +0.1% | +5.6% | -5.5% | 0.0% |
| 30D | -13.9% | -2.1% | -11.8% | -13.9% |
| 3M | +1.1% | -48.8% | +49.9% | +2.3% |
| 6M | +26.2% | +15.8% | +10.5% | +23.6% |
| YTD | +16.4% | +25.1% | -8.7% | +13.6% |
| 1Y | +33.9% | +50.6% | -16.7% | +29.7% |
| 3Y | +93.4% | +107.9% | -14.5% | +82.5% |
| 5Y | +106.4% | -11.0% | +117.4% | +95.9% |
| 10Y | +143.0% | +25.7% | +117.3% | +127.0% |
| All | +1,660.9% | -20.8% | +1,681.7% | +1,669.9% |
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