+333.3%
POET vs URA
+43.1%
+290.3%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.5% | +8.8% | +8.9% |
| 7D | +14.5% | +2.9% | +11.7% | +12.6% |
| 30D | -12.8% | -10.8% | -2.0% | -2.1% |
| 3M | -34.9% | -25.5% | -9.4% | -14.7% |
| 6M | -59.8% | -41.2% | -18.6% | -34.8% |
| YTD | -11.7% | -21.3% | +9.6% | +11.8% |
| 1Y | +5.7% | -25.7% | +31.4% | +41.1% |
| All | +333.3% | +43.1% | +290.3% | +273.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling