+5.3%
DT vs POET
+120.8%
-115.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.8% |
| 7D | -1.6% | +0.4% | -2.0% | -1.6% |
| 30D | +3.0% | -10.4% | +13.4% | +3.2% |
| 3M | +26.5% | -29.3% | +55.8% | +27.1% |
| 6M | +35.9% | +6.9% | +29.1% | +33.3% |
| YTD | +17.8% | +25.6% | -7.8% | +14.7% |
| 1Y | +4.1% | +49.2% | -45.1% | +0.4% |
| 3Y | +5.3% | +128.4% | -123.1% | +0.4% |
| All | +5.3% | +120.8% | -115.5% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling