+176.5%
DLR vs POET
+30.3%
+146.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.6% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | -4.3% | -10.4% | +6.1% | -4.1% |
| 3M | +3.8% | -29.3% | +33.2% | +4.4% |
| 6M | +5.8% | +6.9% | -1.0% | +3.6% |
| YTD | +23.5% | +25.6% | -2.1% | +20.1% |
| 1Y | +11.1% | +49.2% | -38.1% | +7.1% |
| 3Y | +57.9% | +128.4% | -70.6% | +47.5% |
| 5Y | +44.0% | -4.2% | +48.2% | +35.2% |
| All | +176.5% | +30.3% | +146.1% | +153.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling