-5.9%
POET vs URA
+132.7%
-138.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -2.9% |
| 7D | +9.7% | +5.7% | +4.0% | +6.1% |
| 30D | -6.5% | +5.6% | -12.1% | -9.3% |
| 3M | -25.7% | +6.2% | -31.9% | -27.1% |
| 6M | +19.6% | -8.2% | +27.8% | +27.7% |
| YTD | +26.4% | +9.7% | +16.7% | +23.4% |
| 1Y | +50.1% | +17.0% | +33.1% | +43.4% |
| 3Y | +127.9% | +118.5% | +9.4% | +66.4% |
| 5Y | -5.9% | +134.3% | -140.2% | -35.2% |
| All | -5.9% | +132.7% | -138.6% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling