+48.4%
CART vs POET
-1.3%
+49.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.8% | +6.1% | -0.7% |
| 7D | +1.2% | +22.3% | -21.1% | +1.3% |
| 30D | +17.8% | -17.6% | +35.3% | +17.6% |
| 3M | +20.7% | -41.3% | +62.0% | +20.3% |
| 6M | +49.7% | -62.1% | +111.8% | +48.5% |
| YTD | +30.0% | -17.7% | +47.7% | +26.4% |
| 1Y | +48.4% | +3.2% | +45.2% | +42.4% |
| All | +48.4% | -1.3% | +49.7% | +42.4% |
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