+17.8%
DOV vs POET
-6.5%
+24.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.8% |
| 7D | -2.0% | +0.4% | -2.4% | -2.0% |
| 30D | -8.9% | -10.4% | +1.5% | -8.7% |
| 3M | -13.3% | -29.3% | +16.1% | -12.7% |
| 6M | -9.7% | +6.9% | -16.5% | -12.2% |
| YTD | -2.5% | +25.6% | -28.0% | -6.1% |
| 1Y | +7.2% | +49.2% | -41.9% | +1.7% |
| 3Y | +39.4% | +128.4% | -89.0% | +27.3% |
| All | +17.8% | -6.5% | +24.2% | +8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling