+1,152.6%
DHR vs POET
-20.5%
+1,173.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.3% |
| 7D | -3.6% | +0.4% | -4.0% | -3.6% |
| 30D | -2.7% | -10.4% | +7.6% | -2.6% |
| 3M | +10.9% | -29.3% | +40.3% | +11.3% |
| 6M | +3.0% | +6.9% | -3.8% | +1.3% |
| YTD | -12.2% | +25.6% | -37.8% | -14.2% |
| 1Y | +3.3% | +49.2% | -45.8% | +0.2% |
| 3Y | -8.2% | +128.4% | -136.7% | -13.7% |
| 5Y | -29.9% | -4.2% | -25.7% | -33.6% |
| 10Y | +208.5% | +30.3% | +178.1% | +183.7% |
| All | +1,152.6% | -20.5% | +1,173.1% | +1,118.3% |
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 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