+111.9%
DOCN vs POET
-44.0%
+155.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -6.8% | +10.1% | +4.2% |
| 7D | +27.4% | +22.3% | +5.1% | +23.9% |
| 30D | -29.7% | -17.6% | -12.2% | -27.9% |
| 3M | -32.5% | -41.3% | +8.8% | -27.9% |
| 6M | -42.2% | -62.1% | +19.9% | -36.6% |
| YTD | +87.2% | -17.7% | +104.9% | +82.4% |
| 1Y | +86.2% | +3.2% | +83.0% | +77.3% |
| 3Y | +257.4% | +294.7% | -37.3% | +188.7% |
| 5Y | -27.4% | -37.2% | +9.8% | -35.0% |
| All | +111.9% | -44.0% | +155.9% | +83.8% |
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