+1,186.3%
URI vs POET
+30.3%
+1,155.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.3% |
| 7D | -2.1% | +0.4% | -2.4% | -2.1% |
| 30D | -12.4% | -10.4% | -2.0% | -11.9% |
| 3M | -7.3% | -29.3% | +22.1% | -5.8% |
| 6M | +27.2% | +6.9% | +20.3% | +20.7% |
| YTD | +23.0% | +25.6% | -2.6% | +14.6% |
| 1Y | +3.9% | +49.2% | -45.2% | -5.5% |
| 3Y | +121.6% | +128.4% | -6.8% | +81.4% |
| 5Y | +201.1% | -4.2% | +205.3% | +154.2% |
| All | +1,186.3% | +30.3% | +1,155.9% | +892.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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