+558.5%
DIA vs POET
-24.0%
+582.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.5% |
| 7D | -3.0% | +3.7% | -6.7% | -3.1% |
| 30D | -3.0% | -11.5% | +8.5% | -2.8% |
| 3M | +4.5% | -30.8% | +35.3% | +5.1% |
| 6M | +9.8% | +8.6% | +1.2% | +7.8% |
| YTD | +9.3% | +20.1% | -10.8% | +6.9% |
| 1Y | +16.0% | +35.7% | -19.7% | +12.6% |
| 3Y | +57.7% | +116.5% | -58.8% | +47.9% |
| 5Y | +63.8% | -8.4% | +72.2% | +54.8% |
| 10Y | +248.8% | +24.6% | +224.2% | +218.5% |
| All | +558.5% | -24.0% | +582.5% | +512.5% |
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