+1,129.1%
DRI vs POET
-20.0%
+1,149.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.1% | -1.6% |
| 7D | -4.8% | +9.7% | -14.6% | -5.0% |
| 30D | -3.9% | -6.5% | +2.6% | -3.8% |
| 3M | +5.1% | -25.7% | +30.8% | +5.5% |
| 6M | +5.5% | +19.6% | -14.1% | +3.1% |
| YTD | +16.5% | +26.4% | -9.9% | +13.4% |
| 1Y | +2.0% | +50.1% | -48.1% | -1.6% |
| 3Y | +54.5% | +127.9% | -73.4% | +43.2% |
| 5Y | +66.6% | -5.9% | +72.5% | +56.0% |
| 10Y | +353.6% | +31.1% | +322.5% | +310.8% |
| All | +1,129.1% | -20.0% | +1,149.1% | +1,144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling