+31.2%
DOCU vs POET
+123.7%
-92.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.0% | -4.4% | +3.4% |
| 7D | +6.9% | +5.6% | +1.3% | +6.7% |
| 30D | +19.0% | -2.1% | +21.1% | +19.0% |
| 3M | +34.3% | -48.8% | +83.1% | +37.5% |
| 6M | +48.0% | +15.8% | +32.2% | +40.5% |
| YTD | 0.0% | +25.1% | -25.1% | -6.1% |
| 1Y | -10.3% | +50.6% | -60.8% | -17.7% |
| All | +31.2% | +123.7% | -92.5% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling