+421.5%
CARR vs POET
+341.7%
+79.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.2% |
| 7D | -3.8% | +0.4% | -4.1% | -3.8% |
| 30D | -8.9% | -10.4% | +1.5% | -8.5% |
| 3M | -17.3% | -29.3% | +12.0% | -16.3% |
| 6M | -1.4% | +6.9% | -8.2% | -5.7% |
| YTD | +10.0% | +25.6% | -15.6% | +3.7% |
| 1Y | -6.4% | +49.2% | -55.5% | -13.7% |
| 3Y | +1.5% | +128.4% | -126.9% | -13.6% |
| 5Y | +9.3% | -4.2% | +13.5% | -3.4% |
| All | +421.5% | +341.7% | +79.8% | +212.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling