-19.0%
CAG vs POET
+40.7%
-59.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.6% |
| 7D | -5.7% | +0.4% | -6.1% | -5.7% |
| 30D | -2.4% | -10.4% | +8.0% | -2.6% |
| 3M | +9.8% | -29.3% | +39.1% | +9.2% |
| 6M | -10.8% | +6.9% | -17.7% | -10.1% |
| YTD | -10.8% | +25.6% | -36.4% | -9.9% |
| 1Y | -19.0% | +49.2% | -68.1% | -19.4% |
| All | -19.0% | +40.7% | -59.7% | -19.4% |
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