-7.7%
DIS vs POET
+40.7%
-48.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.7% |
| 7D | +1.2% | +0.4% | +0.8% | +1.2% |
| 30D | +3.2% | -10.4% | +13.6% | +3.3% |
| 3M | +7.0% | -29.3% | +36.3% | +7.3% |
| 6M | +6.4% | +6.9% | -0.4% | +5.1% |
| YTD | -5.6% | +25.6% | -31.2% | -7.4% |
| 1Y | -7.7% | +49.2% | -56.8% | -8.9% |
| All | -7.7% | +40.7% | -48.4% | -8.9% |
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