+44.0%
DLTR vs POET
-21.9%
+65.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.1% | +13.8% | +9.7% |
| 7D | +15.6% | -16.4% | +32.0% | +15.9% |
| 30D | +29.9% | -37.5% | +67.4% | +31.2% |
| 3M | +12.5% | -43.1% | +55.5% | +13.7% |
| 6M | +56.3% | -31.4% | +87.7% | +52.5% |
| YTD | +19.5% | -22.9% | +42.4% | +13.7% |
| 1Y | +44.0% | -18.0% | +62.0% | +34.4% |
| All | +44.0% | -21.9% | +65.9% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling