+1,144.3%
CAT vs POET
+30.3%
+1,114.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.4% |
| 7D | +0.6% | +0.4% | +0.2% | +0.5% |
| 30D | -4.3% | -10.4% | +6.0% | -3.8% |
| 3M | -8.6% | -29.3% | +20.7% | -7.2% |
| 6M | +16.1% | +6.9% | +9.3% | +11.7% |
| YTD | +43.8% | +25.6% | +18.2% | +36.5% |
| 1Y | +91.5% | +49.2% | +42.3% | +78.5% |
| 3Y | +202.7% | +128.4% | +74.3% | +161.9% |
| 5Y | +335.1% | -4.2% | +339.4% | +283.4% |
| All | +1,144.3% | +30.3% | +1,114.0% | +945.3% |
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 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