-38.5%
DXCM vs POET
-6.5%
-32.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.6% | -6.4% | -1.9% |
| 7D | -5.5% | +0.4% | -5.9% | -5.6% |
| 30D | -8.6% | -10.4% | +1.8% | -8.4% |
| 3M | +10.3% | -29.3% | +39.7% | +11.1% |
| 6M | +25.2% | +6.9% | +18.4% | +20.1% |
| YTD | +25.1% | +25.6% | -0.5% | +18.5% |
| 1Y | +9.2% | +49.2% | -39.9% | +1.8% |
| 3Y | -22.6% | +128.4% | -151.1% | -30.8% |
| All | -38.5% | -6.5% | -32.1% | -43.5% |
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