+43.4%
DLTR vs POET
+30.3%
+13.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -0.5% |
| 7D | -10.1% | +0.4% | -10.5% | -10.1% |
| 30D | -8.1% | -10.4% | +2.3% | -7.9% |
| 3M | +2.9% | -29.3% | +32.2% | +3.4% |
| 6M | +4.3% | +6.9% | -2.5% | +2.3% |
| YTD | -3.9% | +25.6% | -29.5% | -6.4% |
| 1Y | +18.9% | +49.2% | -30.3% | +14.8% |
| 3Y | +1.9% | +128.4% | -126.5% | -5.5% |
| 5Y | +31.0% | -4.2% | +35.2% | +23.0% |
| All | +43.4% | +30.3% | +13.1% | +28.1% |
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