+130.9%
DPZ vs POET
+120.4%
+10.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -1.2% |
| 7D | +2.2% | -0.4% | +2.6% | +2.1% |
| 30D | +6.7% | -27.3% | +34.0% | +7.2% |
| 3M | -4.5% | -40.8% | +36.2% | -3.7% |
| 6M | +3.3% | -53.7% | +57.0% | +3.8% |
| YTD | -19.4% | -19.9% | +0.5% | -20.8% |
| 1Y | -17.3% | -4.0% | -13.3% | -19.2% |
| 3Y | -8.4% | +284.1% | -292.5% | -14.5% |
| 5Y | -28.2% | -37.4% | +9.2% | -31.6% |
| 10Y | +130.9% | +120.4% | +10.4% | +105.1% |
| All | +130.9% | +120.4% | +10.4% | +105.1% |
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