+70.5%
DOCN vs POET
-45.5%
+116.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +19.0% | -16.5% | +0.1% |
| 7D | -19.2% | -2.5% | -16.7% | -18.9% |
| 30D | -43.1% | -31.7% | -11.4% | -40.2% |
| 3M | -40.7% | -40.6% | -0.1% | -36.8% |
| 6M | -55.0% | -47.8% | -7.1% | -52.3% |
| YTD | +50.6% | -19.9% | +70.5% | +47.3% |
| 1Y | +54.0% | -4.7% | +58.6% | +47.7% |
| 3Y | +203.9% | +275.6% | -71.7% | +146.1% |
| 5Y | -29.4% | -38.2% | +8.8% | -36.6% |
| All | +70.5% | -45.5% | +116.0% | +48.4% |
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 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