-23.4%
DASH vs POET
+50.9%
-74.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.1% | -1.5% |
| 7D | -12.8% | +9.7% | -22.6% | -13.1% |
| 30D | -6.0% | -6.5% | +0.5% | -5.9% |
| 3M | +26.7% | -25.7% | +52.4% | +27.6% |
| 6M | +11.7% | +19.6% | -7.9% | +4.8% |
| YTD | -12.9% | +26.4% | -39.3% | -19.4% |
| All | -23.4% | +50.9% | -74.3% | -27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling