-64.9%
DOCS vs POET
+56.2%
-121.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +4.9% | -12.2% | -7.2% |
| 7D | -7.3% | +17.0% | -24.4% | -6.9% |
| 30D | -10.9% | -6.7% | -4.1% | -10.9% |
| 3M | +20.3% | -32.3% | +52.6% | +19.5% |
| 6M | -3.6% | +32.3% | -36.0% | -10.5% |
| YTD | -44.9% | +31.3% | -76.1% | -49.0% |
| 1Y | -64.9% | +55.3% | -120.2% | -66.6% |
| All | -64.9% | +56.2% | -121.1% | -66.6% |
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