-39.7%
CAG vs POET
+120.8%
-160.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -2.5% |
| 3M | +9.8% | -29.3% | +39.1% | +9.5% |
| 6M | -10.8% | +6.9% | -17.7% | -10.5% |
| YTD | -10.8% | +25.6% | -36.4% | -10.4% |
| 1Y | -19.0% | +49.2% | -68.1% | -18.5% |
| 3Y | -39.7% | +128.4% | -168.1% | -39.6% |
| All | -39.7% | +120.8% | -160.5% | -39.6% |
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