+213.1%
URI vs POET
-7.0%
+220.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.7% | +5.1% | +1.6% |
| 7D | +5.0% | +9.7% | -4.7% | +4.4% |
| 30D | -9.4% | -6.5% | -2.9% | -9.1% |
| 3M | -5.8% | -25.7% | +19.9% | -4.7% |
| 6M | +25.8% | +19.6% | +6.3% | +18.9% |
| YTD | +27.9% | +26.4% | +1.5% | +19.7% |
| 1Y | +9.7% | +50.1% | -40.4% | +0.4% |
| 3Y | +128.0% | +127.9% | +0.1% | +93.1% |
| All | +213.1% | -7.0% | +220.1% | +171.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling