+39.6%
DOCS vs POET
+294.6%
-255.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +2.0% | +0.5% |
| 7D | +2.6% | +1.2% | +1.4% | +2.5% |
| 30D | +11.4% | -12.2% | +23.6% | +11.6% |
| 3M | +25.4% | -42.4% | +67.8% | +26.5% |
| 6M | +42.5% | -64.3% | +106.8% | +43.7% |
| YTD | -24.7% | -19.0% | -5.7% | -29.6% |
| 1Y | -32.9% | +9.1% | -42.1% | -38.7% |
| 3Y | +39.6% | +297.7% | -258.1% | +16.0% |
| All | +39.6% | +294.6% | -255.0% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling