+327.9%
CAT vs POET
-11.6%
+339.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -0.9% |
| 7D | +0.6% | +3.7% | -3.1% | +0.3% |
| 30D | -4.5% | -11.5% | +7.0% | -3.8% |
| 3M | -5.8% | -30.8% | +25.0% | -4.0% |
| 6M | +12.7% | +8.6% | +4.2% | +7.6% |
| YTD | +41.4% | +20.1% | +21.3% | +33.5% |
| 1Y | +92.1% | +35.7% | +56.3% | +78.0% |
| 3Y | +197.5% | +116.5% | +80.9% | +157.9% |
| 5Y | +327.9% | -8.4% | +336.4% | +273.0% |
| All | +327.9% | -11.6% | +339.6% | +273.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling