+15.6%
DOCU vs POET
-1.3%
+16.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.8% | +6.8% | 0.0% |
| 7D | +1.6% | +22.3% | -20.7% | +1.6% |
| 30D | +10.8% | -17.6% | +28.4% | +10.8% |
| 3M | +38.0% | -41.3% | +79.2% | +38.0% |
| 6M | +77.4% | -62.1% | +139.5% | +78.0% |
| YTD | +17.2% | -17.7% | +34.9% | +9.2% |
| 1Y | +15.6% | +3.2% | +12.4% | +1.1% |
| All | +15.6% | -1.3% | +16.9% | +1.1% |
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