-48.7%
POET vs DAR
+244.1%
-292.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.7% | -1.8% |
| 7D | +1.2% | +11.6% | -10.4% | -1.1% |
| 30D | -12.2% | -10.2% | -1.9% | -10.1% |
| 3M | -42.4% | -14.8% | -27.6% | -40.7% |
| 6M | -64.3% | -10.1% | -54.2% | -63.6% |
| YTD | -19.0% | +55.5% | -74.5% | -25.9% |
| 1Y | +9.1% | +61.7% | -52.5% | -1.1% |
| 3Y | +297.7% | +37.2% | +260.5% | +261.9% |
| 5Y | -38.2% | -26.9% | -11.3% | -37.8% |
| 10Y | +123.0% | +314.4% | -191.4% | +62.7% |
| All | -48.7% | +244.1% | -292.8% | -60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling