+49.2%
POET vs DGX
+32.7%
+16.5%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +5.1% |
| 7D | +0.4% | -0.9% | +1.3% | 0.0% |
| 30D | -10.4% | -1.2% | -9.2% | -10.7% |
| 3M | -29.3% | +15.8% | -45.1% | -24.9% |
| 6M | +6.9% | +18.2% | -11.3% | +15.1% |
| YTD | +25.6% | +37.2% | -11.6% | +31.9% |
| 1Y | +49.2% | +30.4% | +18.8% | +59.4% |
| All | +49.2% | +32.7% | +16.5% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling