+101.7%
DOCU vs POET
+73.7%
+28.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.8% | +6.8% | +0.3% |
| 7D | +1.6% | +22.3% | -20.7% | +0.6% |
| 30D | +10.8% | -17.6% | +28.4% | +11.5% |
| 3M | +38.0% | -41.3% | +79.2% | +40.5% |
| 6M | +77.4% | -62.1% | +139.5% | +81.8% |
| YTD | +17.2% | -17.7% | +34.9% | +12.0% |
| 1Y | +15.6% | +3.2% | +12.4% | +8.7% |
| 3Y | +95.6% | +294.7% | -199.1% | +63.6% |
| 5Y | -69.7% | -37.2% | -32.5% | -73.4% |
| All | +101.7% | +73.7% | +28.1% | +72.9% |
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 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