+1,145.9%
DELL vs POET
-6.5%
+1,152.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.6% | +7.4% | +11.6% |
| 7D | +8.2% | +0.4% | +7.9% | +8.2% |
| 30D | +17.1% | -10.4% | +27.5% | +18.0% |
| 3M | +45.2% | -29.3% | +74.5% | +48.0% |
| 6M | +286.8% | +6.9% | +279.9% | +270.0% |
| YTD | +354.8% | +25.6% | +329.2% | +327.8% |
| 1Y | +358.3% | +49.2% | +309.1% | +322.8% |
| 3Y | +724.9% | +128.4% | +596.5% | +643.6% |
| All | +1,145.9% | -6.5% | +1,152.4% | +1,027.0% |
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 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