+275.6%
POET vs DOC
+44.2%
+231.4%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | +0.7% | +18.3% | +18.6% |
| 7D | -2.5% | +6.5% | -9.0% | -6.0% |
| 30D | -31.7% | +9.2% | -40.8% | -35.5% |
| 3M | -40.6% | -2.5% | -38.1% | -39.9% |
| 6M | -47.8% | +7.1% | -54.9% | -51.6% |
| YTD | -19.9% | +33.0% | -52.9% | -38.3% |
| 1Y | -4.7% | +23.3% | -28.0% | -22.5% |
| 3Y | +275.6% | +44.9% | +230.6% | +155.7% |
| All | +275.6% | +44.2% | +231.4% | +155.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling