+129.9%
POET vs URA
+116.4%
+13.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -2.6% |
| 7D | +9.7% | +5.7% | +4.0% | +4.8% |
| 30D | -6.5% | +5.6% | -12.1% | -10.5% |
| 3M | -25.7% | +6.2% | -31.9% | -28.0% |
| 6M | +19.6% | -8.2% | +27.8% | +29.2% |
| YTD | +26.4% | +9.7% | +16.7% | +19.0% |
| 1Y | +50.1% | +17.0% | +33.1% | +35.8% |
| All | +129.9% | +116.4% | +13.4% | +39.8% |
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