-0.2%
DASH vs POET
-2.2%
+2.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.9% | -10.3% | -5.5% |
| 7D | -11.2% | +17.0% | -28.2% | -11.8% |
| 30D | -7.3% | -6.7% | -0.6% | -7.1% |
| 3M | +31.4% | -32.3% | +63.8% | +33.0% |
| 6M | +11.9% | +32.3% | -20.5% | +6.1% |
| YTD | -11.5% | +31.3% | -42.8% | -16.4% |
| 1Y | -20.0% | +55.3% | -75.3% | -25.7% |
| 3Y | +143.9% | +136.8% | +7.2% | +118.9% |
| 5Y | -0.2% | -2.2% | +2.0% | -8.2% |
| All | -0.2% | -2.2% | +2.0% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling