-54.4%
DOCS vs POET
-15.8%
-38.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | -0.8% |
| 7D | -8.1% | +9.7% | -17.8% | -8.4% |
| 30D | -5.6% | -6.5% | +0.9% | -5.5% |
| 3M | +18.3% | -25.7% | +44.0% | +19.0% |
| 6M | -5.1% | +19.6% | -24.7% | -12.1% |
| YTD | -45.4% | +26.4% | -71.8% | -49.9% |
| 1Y | -65.2% | +50.1% | -115.3% | -68.9% |
| 3Y | +6.6% | +127.9% | -121.3% | -11.5% |
| 5Y | -76.1% | -5.9% | -70.2% | -77.6% |
| All | -54.4% | -15.8% | -38.6% | -57.0% |
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 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