+4.3%
DT vs POET
+56.2%
-51.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +8.0% | -9.7% | -1.7% |
| 7D | -3.3% | +5.6% | -8.9% | -3.4% |
| 30D | +2.0% | -2.1% | +4.1% | +2.0% |
| 3M | +20.0% | -48.8% | +68.8% | +21.1% |
| 6M | +39.3% | +15.8% | +23.5% | +37.2% |
| YTD | +19.8% | +25.1% | -5.4% | +16.8% |
| 1Y | +4.3% | +50.6% | -46.3% | +6.1% |
| All | +4.3% | +56.2% | -51.9% | +6.1% |
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