+129.9%
POET vs DAR
+9.6%
+120.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.3% | -3.9% |
| 7D | +9.7% | -0.2% | +9.9% | +9.8% |
| 30D | -6.5% | +7.4% | -14.0% | -8.7% |
| 3M | -25.7% | +15.7% | -41.4% | -29.1% |
| 6M | +19.6% | +30.0% | -10.4% | +11.9% |
| YTD | +26.4% | +87.5% | -61.1% | +9.5% |
| 1Y | +50.1% | +113.4% | -63.3% | +26.0% |
| All | +129.9% | +9.6% | +120.3% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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