+13.8%
DBX vs POET
-6.5%
+20.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.0% |
| 3M | +31.8% | -29.3% | +61.1% | +32.7% |
| 6M | +37.5% | +6.9% | +30.6% | +32.6% |
| YTD | +27.9% | +25.6% | +2.3% | +22.1% |
| 1Y | +15.0% | +49.2% | -34.1% | +8.1% |
| 3Y | +27.2% | +128.4% | -101.3% | +12.9% |
| All | +13.8% | -6.5% | +20.3% | +2.6% |
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