+22.6%
POET vs URA
+361.2%
-338.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.0% | -1.0% | -2.8% |
| 7D | +3.7% | -1.5% | +5.2% | +4.7% |
| 30D | -11.5% | -0.4% | -11.1% | -11.1% |
| 3M | -30.8% | +6.3% | -37.0% | -31.8% |
| 6M | +8.6% | -14.0% | +22.5% | +20.1% |
| YTD | +20.1% | +5.3% | +14.8% | +20.3% |
| 1Y | +35.7% | +11.7% | +24.0% | +33.1% |
| 3Y | +116.5% | +109.8% | +6.7% | +58.2% |
| 5Y | -8.4% | +108.0% | -116.4% | -37.4% |
| All | +22.6% | +361.2% | -338.7% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling