-47.3%
DOCS vs POET
-21.9%
-25.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.1% | +10.5% | +6.2% |
| 7D | +1.2% | -16.4% | +17.7% | +0.5% |
| 30D | +21.3% | -37.5% | +58.8% | +18.9% |
| 3M | +58.4% | -43.1% | +101.4% | +54.9% |
| 6M | +39.3% | -31.4% | +70.7% | +31.3% |
| YTD | -21.7% | -22.9% | +1.2% | -28.6% |
| 1Y | -47.3% | -18.0% | -29.3% | -52.9% |
| All | -47.3% | -21.9% | -25.4% | -52.9% |
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