+152.4%
DPZ vs POET
+29.8%
+122.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.6% | -1.8% |
| 7D | -1.5% | +17.0% | -18.5% | -1.8% |
| 30D | -4.4% | -6.7% | +2.3% | -4.4% |
| 3M | +7.6% | -32.3% | +40.0% | +8.2% |
| 6M | -16.9% | +32.3% | -49.3% | -18.8% |
| YTD | -18.6% | +31.3% | -49.9% | -20.6% |
| 1Y | -26.7% | +55.3% | -82.0% | -29.0% |
| 3Y | -9.3% | +136.8% | -146.1% | -14.5% |
| 5Y | -31.0% | -2.2% | -28.8% | -34.7% |
| 10Y | +152.4% | +34.0% | +118.3% | +129.2% |
| All | +152.4% | +29.8% | +122.5% | +129.2% |
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