+48.0%
DOCU vs POET
+9.8%
+38.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.0% | -4.4% | +3.8% |
| 7D | +6.9% | +5.6% | +1.3% | +7.0% |
| 30D | +19.0% | -2.1% | +21.1% | +19.0% |
| 3M | +34.3% | -48.8% | +83.1% | +34.8% |
| 6M | +48.0% | +15.8% | +32.2% | +52.3% |
| All | +48.0% | +9.8% | +38.2% | +52.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling