+35.0%
CAH vs POET
-21.9%
+57.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.1% | +7.7% | +3.5% |
| 7D | +7.0% | -16.4% | +23.5% | +6.7% |
| 30D | +12.4% | -37.5% | +49.9% | +11.7% |
| 3M | +12.2% | -43.1% | +55.2% | +11.4% |
| 6M | +33.2% | -31.4% | +64.6% | +33.8% |
| YTD | +28.4% | -22.9% | +51.3% | +28.3% |
| 1Y | +35.0% | -18.0% | +53.0% | +36.1% |
| All | +35.0% | -21.9% | +57.0% | +36.1% |
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