+358.3%
DELL vs POET
+40.7%
+317.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.6% | +7.4% | +11.4% |
| 7D | +8.2% | +0.4% | +7.9% | +8.2% |
| 30D | +17.1% | -10.4% | +27.5% | +18.4% |
| 3M | +45.2% | -29.3% | +74.5% | +48.4% |
| 6M | +286.8% | +6.9% | +279.9% | +258.9% |
| YTD | +354.8% | +25.6% | +329.2% | +307.4% |
| 1Y | +358.3% | +49.2% | +309.1% | +283.0% |
| All | +358.3% | +40.7% | +317.6% | +283.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling