+143.9%
DASH vs POET
+130.8%
+13.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.9% | -10.3% | -5.5% |
| 7D | -11.2% | +17.0% | -28.2% | -11.6% |
| 30D | -7.3% | -6.7% | -0.6% | -7.2% |
| 3M | +31.4% | -32.3% | +63.8% | +32.4% |
| 6M | +11.9% | +32.3% | -20.5% | +8.5% |
| YTD | -11.5% | +31.3% | -42.8% | -14.4% |
| 1Y | -20.0% | +55.3% | -75.3% | -23.2% |
| 3Y | +143.9% | +136.8% | +7.2% | +101.9% |
| All | +143.9% | +130.8% | +13.1% | +101.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling