+343.0%
DRI vs POET
+30.3%
+312.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.9% |
| 7D | -3.2% | +0.4% | -3.6% | -3.3% |
| 30D | -7.8% | -10.4% | +2.6% | -7.5% |
| 3M | +0.4% | -29.3% | +29.7% | +1.3% |
| 6M | +4.8% | +6.9% | -2.0% | +0.5% |
| YTD | +16.7% | +25.6% | -8.9% | +10.6% |
| 1Y | +1.5% | +49.2% | -47.7% | -5.8% |
| 3Y | +56.3% | +128.4% | -72.2% | +32.9% |
| 5Y | +66.4% | -4.2% | +70.6% | +45.8% |
| All | +343.0% | +30.3% | +312.7% | +253.4% |
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 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