-21.6%
DASH vs POET
-26.4%
+4.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.3% | -10.3% | -0.5% |
| 7D | -10.2% | +14.5% | -24.8% | -10.9% |
| 30D | -8.2% | -12.8% | +4.6% | -7.9% |
| 3M | -15.9% | -34.9% | +19.0% | -14.6% |
| 6M | +13.3% | -59.8% | +73.1% | +16.1% |
| YTD | -21.3% | -11.7% | -9.6% | -24.6% |
| 1Y | -11.1% | +5.7% | -16.8% | -16.1% |
| 3Y | +103.8% | +323.5% | -219.7% | +74.2% |
| 5Y | -21.6% | -31.0% | +9.4% | -20.2% |
| All | -21.6% | -26.4% | +4.8% | -20.2% |
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