+287.5%
CAH vs POET
+30.3%
+257.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.7% |
| 7D | -5.1% | +0.4% | -5.5% | -5.1% |
| 30D | +0.2% | -10.4% | +10.5% | +0.3% |
| 3M | +6.3% | -29.3% | +35.6% | +6.7% |
| 6M | +9.4% | +6.9% | +2.5% | +7.5% |
| YTD | +15.0% | +25.6% | -10.6% | +12.4% |
| 1Y | +55.4% | +49.2% | +6.3% | +50.6% |
| 3Y | +173.8% | +128.4% | +45.4% | +156.6% |
| 5Y | +395.2% | -4.2% | +399.4% | +370.5% |
| All | +287.5% | +30.3% | +257.1% | +249.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling