+6.1%
DASH vs POET
+72.7%
-66.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +2.1% |
| 7D | -9.4% | +3.7% | -13.1% | -9.6% |
| 30D | -5.2% | -11.5% | +6.4% | -4.9% |
| 3M | +33.1% | -30.8% | +63.9% | +34.3% |
| 6M | +18.3% | +8.6% | +9.7% | +14.6% |
| YTD | -11.2% | +20.1% | -31.3% | -14.6% |
| 1Y | -21.9% | +35.7% | -57.6% | -25.6% |
| 3Y | +144.7% | +116.5% | +28.1% | +127.5% |
| 5Y | -4.4% | -8.4% | +4.0% | -13.7% |
| All | +6.1% | +72.7% | -66.6% | +14.7% |
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