+688.7%
DOV vs POET
-20.5%
+709.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.8% |
| 7D | -2.0% | +0.4% | -2.4% | -2.0% |
| 30D | -8.9% | -10.4% | +1.5% | -8.7% |
| 3M | -13.3% | -29.3% | +16.1% | -12.7% |
| 6M | -9.7% | +6.9% | -16.5% | -11.8% |
| YTD | -2.5% | +25.6% | -28.0% | -5.5% |
| 1Y | +7.2% | +49.2% | -41.9% | +2.7% |
| 3Y | +39.4% | +128.4% | -89.0% | +27.4% |
| 5Y | +15.8% | -4.2% | +20.1% | +7.1% |
| 10Y | +297.5% | +30.3% | +267.2% | +249.0% |
| All | +688.7% | -20.5% | +709.2% | +567.5% |
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