+4,864.6%
URI vs POET
-20.8%
+4,885.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.0% | -6.4% | +1.3% |
| 7D | -2.0% | +5.6% | -7.6% | -2.2% |
| 30D | -12.9% | -2.1% | -10.8% | -12.9% |
| 3M | -6.7% | -48.8% | +42.1% | -4.7% |
| 6M | +19.0% | +15.8% | +3.2% | +15.0% |
| YTD | +25.5% | +25.1% | +0.4% | +20.5% |
| 1Y | +5.5% | +50.6% | -45.0% | -0.2% |
| 3Y | +111.3% | +107.9% | +3.4% | +88.6% |
| 5Y | +198.6% | -11.0% | +209.6% | +170.4% |
| 10Y | +1,179.9% | +25.7% | +1,154.2% | +994.2% |
| All | +4,864.6% | -20.8% | +4,885.4% | +3,996.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling