+539.1%
DG vs POET
+127.1%
+412.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | +1.3% |
| 7D | -6.5% | +0.4% | -6.9% | -6.5% |
| 30D | +4.2% | -10.4% | +14.5% | +4.2% |
| 3M | +9.5% | -29.3% | +38.8% | +9.7% |
| 6M | -13.1% | +6.9% | -20.0% | -13.6% |
| YTD | -4.8% | +25.6% | -30.4% | -5.5% |
| 1Y | +20.6% | +49.2% | -28.5% | +19.6% |
| 3Y | +4.9% | +128.4% | -123.5% | +3.0% |
| 5Y | -37.9% | -4.2% | -33.7% | -38.9% |
| 10Y | +102.2% | +30.3% | +71.9% | +97.6% |
| All | +539.1% | +127.1% | +412.0% | +541.6% |
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