+128.8%
CART vs POET
+300.8%
-172.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.8% | +6.1% | -0.4% |
| 7D | +1.2% | +22.3% | -21.1% | +0.4% |
| 30D | +17.8% | -17.6% | +35.3% | +18.3% |
| 3M | +20.7% | -41.3% | +62.0% | +22.5% |
| 6M | +49.7% | -62.1% | +111.8% | +52.4% |
| YTD | +30.0% | -17.7% | +47.7% | +23.8% |
| 1Y | +48.4% | +3.2% | +45.2% | +38.6% |
| All | +128.8% | +300.8% | -172.0% | +95.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling