+51.1%
POET vs URA
-49.7%
+100.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.5% | +8.8% | +9.5% |
| 7D | +14.5% | +2.9% | +11.7% | +13.6% |
| 30D | -12.8% | -10.8% | -2.0% | -6.5% |
| 3M | -34.9% | -25.5% | -9.4% | -23.3% |
| 6M | -59.8% | -41.2% | -18.6% | -45.7% |
| YTD | -11.7% | -21.3% | +9.6% | +4.0% |
| 1Y | +5.7% | -25.7% | +31.4% | +28.8% |
| 3Y | +323.5% | +43.1% | +280.4% | +287.7% |
| 5Y | -31.0% | +35.6% | -66.6% | -38.6% |
| 10Y | +143.0% | +281.3% | -138.3% | +28.6% |
| All | +51.1% | -49.7% | +100.8% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling