+164.6%
DOCN vs POET
-14.8%
+179.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.0% | -5.2% | +1.9% |
| 7D | +1.1% | +5.6% | -4.5% | +0.5% |
| 30D | -9.6% | -2.1% | -7.5% | -9.5% |
| 3M | -37.7% | -48.8% | +11.1% | -33.6% |
| 6M | +115.2% | +15.8% | +99.4% | +101.8% |
| YTD | +133.7% | +25.1% | +108.6% | +116.1% |
| 1Y | +250.2% | +50.6% | +199.6% | +214.6% |
| 3Y | +320.3% | +107.9% | +212.4% | +251.4% |
| 5Y | +53.1% | -11.0% | +64.1% | +30.0% |
| All | +164.6% | -14.8% | +179.5% | +117.8% |
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 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