+1,020.0%
DINO vs POET
-24.0%
+1,044.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | -0.2% |
| 7D | +1.5% | +3.7% | -2.2% | +1.3% |
| 30D | +25.9% | -11.5% | +37.4% | +26.3% |
| 3M | +53.2% | -30.8% | +84.0% | +54.4% |
| 6M | +105.5% | +8.6% | +96.9% | +99.2% |
| YTD | +139.2% | +20.1% | +119.2% | +130.6% |
| 1Y | +117.4% | +35.7% | +81.7% | +107.1% |
| 3Y | +99.3% | +116.5% | -17.2% | +78.0% |
| 5Y | +333.0% | -8.4% | +341.4% | +292.5% |
| 10Y | +486.9% | +24.6% | +462.3% | +400.0% |
| All | +1,020.0% | -24.0% | +1,044.0% | +872.8% |
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