+57.9%
DLR vs POET
+120.8%
-63.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -4.0% |
| 3M | +3.8% | -29.3% | +33.2% | +4.6% |
| 6M | +5.8% | +6.9% | -1.0% | +2.6% |
| YTD | +23.5% | +25.6% | -2.1% | +18.6% |
| 1Y | +11.1% | +49.2% | -38.1% | +5.3% |
| 3Y | +57.9% | +128.4% | -70.6% | +44.7% |
| All | +57.9% | +120.8% | -63.0% | +44.7% |
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