+65.6%
DOCU vs POET
+153.3%
-87.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.1% | +2.3% |
| 7D | -0.3% | +3.7% | -3.9% | -0.4% |
| 30D | +10.9% | -11.5% | +22.4% | +11.3% |
| 3M | +45.8% | -30.8% | +76.6% | +47.4% |
| 6M | +35.3% | +8.6% | +26.7% | +29.2% |
| YTD | -3.8% | +20.1% | -23.9% | -9.2% |
| 1Y | -16.5% | +35.7% | -52.2% | -22.5% |
| 3Y | +31.0% | +116.5% | -85.5% | +12.5% |
| 5Y | -76.3% | -8.4% | -67.8% | -79.5% |
| All | +65.6% | +153.3% | -87.7% | +40.2% |
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