-22.5%
DIS vs POET
-40.3%
+17.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +0.7% |
| 7D | +1.9% | +1.2% | +0.7% | +1.9% |
| 30D | +9.2% | -12.2% | +21.3% | +9.4% |
| 3M | +13.5% | -42.4% | +55.9% | +14.7% |
| 6M | +14.3% | -64.3% | +78.6% | +16.2% |
| YTD | +5.4% | -19.0% | +24.3% | +2.7% |
| 1Y | +12.2% | +9.1% | +3.0% | +7.9% |
| 3Y | +37.2% | +297.7% | -260.5% | +20.6% |
| All | -22.5% | -40.3% | +17.8% | -25.0% |
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