+9.1%
POET vs DOC
+21.6%
-12.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.6% |
| 7D | +1.2% | -0.9% | +2.1% | +1.1% |
| 30D | -12.2% | +7.7% | -19.9% | -11.1% |
| 3M | -42.4% | -2.0% | -40.4% | -42.2% |
| 6M | -64.3% | +5.9% | -70.2% | -64.2% |
| YTD | -19.0% | +31.8% | -50.8% | -9.4% |
| 1Y | +9.1% | +22.5% | -13.4% | +3.1% |
| All | +9.1% | +21.6% | -12.5% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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