+53.9%
DOCN vs POET
-11.2%
+65.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +2.4% |
| 7D | -12.1% | -0.4% | -11.7% | -12.1% |
| 30D | -41.0% | -27.3% | -13.8% | -36.5% |
| 3M | -38.7% | -40.8% | +2.1% | -31.2% |
| 6M | -51.5% | -53.7% | +2.2% | -45.6% |
| YTD | +65.3% | -19.9% | +85.2% | +49.0% |
| 1Y | +53.9% | -4.0% | +57.9% | +34.0% |
| All | +53.9% | -11.2% | +65.1% | +34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling