-19.2%
DOCU vs POET
+49.8%
-69.0%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.8% | -0.9% |
| 7D | -1.4% | +9.7% | -11.2% | -1.5% |
| 30D | +8.1% | -6.5% | +14.6% | +8.1% |
| 3M | +43.0% | -25.7% | +68.7% | +43.7% |
| 6M | +32.4% | +19.6% | +12.8% | +28.3% |
| YTD | -5.8% | +26.4% | -32.2% | -10.1% |
| 1Y | -19.2% | +50.1% | -69.3% | -19.1% |
| All | -19.2% | +49.8% | -69.0% | -19.1% |
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