+118.6%
DVN vs POET
-6.5%
+125.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.2% |
| 7D | +4.5% | +0.4% | +4.1% | +4.5% |
| 30D | +12.0% | -10.4% | +22.3% | +12.3% |
| 3M | +13.4% | -29.3% | +42.7% | +14.4% |
| 6M | +12.1% | +6.9% | +5.3% | +7.6% |
| YTD | +38.8% | +25.6% | +13.2% | +31.4% |
| 1Y | +46.0% | +49.2% | -3.1% | +35.6% |
| 3Y | +9.5% | +128.4% | -119.0% | -3.9% |
| All | +118.6% | -6.5% | +125.1% | +106.5% |
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 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