+0.5%
CART vs POET
+43.4%
-42.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.0% | +6.3% | +1.4% |
| 7D | -8.7% | +3.7% | -12.3% | -8.7% |
| 30D | -4.4% | -11.5% | +7.2% | -4.2% |
| 3M | +14.6% | -30.8% | +45.4% | +15.1% |
| 6M | +24.4% | +8.6% | +15.8% | +16.4% |
| YTD | +5.0% | +20.1% | -15.0% | -3.5% |
| 1Y | +0.5% | +35.7% | -35.2% | -14.7% |
| All | +0.5% | +43.4% | -42.9% | -14.7% |
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