+317.4%
DINO vs POET
-6.5%
+323.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | +2.3% | +0.4% | +1.9% | +2.3% |
| 30D | +22.6% | -10.4% | +33.0% | +23.0% |
| 3M | +55.2% | -29.3% | +84.6% | +56.2% |
| 6M | +93.8% | +6.9% | +86.9% | +87.6% |
| YTD | +139.5% | +25.6% | +113.9% | +129.8% |
| 1Y | +115.3% | +49.2% | +66.2% | +104.0% |
| 3Y | +98.8% | +128.4% | -29.7% | +77.6% |
| All | +317.4% | -6.5% | +323.8% | +272.1% |
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