+1,208.2%
DE vs POET
-20.5%
+1,228.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.4% |
| 7D | -2.6% | +0.4% | -2.9% | -2.6% |
| 30D | +9.0% | -10.4% | +19.4% | +9.3% |
| 3M | +19.1% | -29.3% | +48.5% | +19.8% |
| 6M | +14.4% | +6.9% | +7.5% | +11.9% |
| YTD | +45.9% | +25.6% | +20.4% | +41.9% |
| 1Y | +43.6% | +49.2% | -5.6% | +38.1% |
| 3Y | +75.9% | +128.4% | -52.6% | +61.9% |
| 5Y | +98.8% | -4.2% | +103.0% | +85.0% |
| 10Y | +861.4% | +30.3% | +831.1% | +754.9% |
| All | +1,208.2% | -20.5% | +1,228.7% | +1,031.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling