+27.2%
DBX vs POET
+120.8%
-93.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.2% | +1.3% |
| 7D | +2.1% | +0.4% | +1.7% | +2.1% |
| 30D | +5.7% | -10.4% | +16.1% | +5.9% |
| 3M | +31.8% | -29.3% | +61.1% | +32.6% |
| 6M | +37.5% | +6.9% | +30.6% | +33.2% |
| YTD | +27.9% | +25.6% | +2.3% | +22.8% |
| 1Y | +15.0% | +49.2% | -34.1% | +9.0% |
| 3Y | +27.2% | +128.4% | -101.3% | +16.3% |
| All | +27.2% | +120.8% | -93.7% | +16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling