+293.1%
DIS vs POET
-16.9%
+310.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.9% | -5.2% | -0.4% |
| 7D | -1.1% | +17.0% | -18.1% | -1.5% |
| 30D | +0.1% | -6.7% | +6.9% | +0.3% |
| 3M | +7.1% | -32.3% | +39.4% | +7.8% |
| 6M | +4.3% | +32.3% | -28.1% | +1.4% |
| YTD | -6.9% | +31.3% | -38.2% | -9.7% |
| 1Y | -10.3% | +55.3% | -65.6% | -13.9% |
| 3Y | +32.8% | +136.8% | -103.9% | +21.8% |
| 5Y | -41.5% | -2.2% | -39.2% | -45.7% |
| 10Y | +21.2% | +34.0% | -12.8% | +7.4% |
| All | +293.1% | -16.9% | +310.0% | +265.5% |
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