+98.6%
DASH vs POET
+330.0%
-231.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.3% | -10.3% | -0.4% |
| 7D | -10.2% | +14.5% | -24.8% | -10.8% |
| 30D | -8.2% | -12.8% | +4.6% | -7.9% |
| 3M | -15.9% | -34.9% | +19.0% | -14.7% |
| 6M | +13.3% | -59.8% | +73.1% | +15.9% |
| YTD | -21.3% | -11.7% | -9.6% | -24.6% |
| 1Y | -11.1% | +5.7% | -16.8% | -16.1% |
| All | +98.6% | +330.0% | -231.4% | +77.9% |
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