-98.3%
DFNS vs POET
+56.2%
-154.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.0% | -7.5% | -1.4% |
| 7D | -16.0% | +5.6% | -21.6% | -17.1% |
| 30D | -77.7% | -2.1% | -75.6% | -77.3% |
| 3M | -77.2% | -48.8% | -28.3% | -74.3% |
| 6M | -95.2% | +15.8% | -111.0% | -95.8% |
| YTD | -98.0% | +25.1% | -123.1% | -98.3% |
| 1Y | -98.3% | +50.6% | -148.8% | -98.2% |
| All | -98.3% | +56.2% | -154.5% | -98.2% |
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 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