-10.3%
DOCU vs POET
+56.2%
-66.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.0% | -4.4% | +3.6% |
| 7D | +6.9% | +5.6% | +1.3% | +6.8% |
| 30D | +19.0% | -2.1% | +21.1% | +19.0% |
| 3M | +34.3% | -48.8% | +83.1% | +35.9% |
| 6M | +48.0% | +15.8% | +32.2% | +43.6% |
| YTD | 0.0% | +25.1% | -25.1% | -4.5% |
| 1Y | -10.3% | +50.6% | -60.8% | -9.9% |
| All | -10.3% | +56.2% | -66.5% | -9.9% |
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