+107.8%
CB vs POET
-40.3%
+148.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.1% |
| 7D | +2.9% | +1.2% | +1.8% | +3.0% |
| 30D | +7.3% | -12.2% | +19.5% | +7.3% |
| 3M | +9.4% | -42.4% | +51.8% | +9.1% |
| 6M | +19.6% | -64.3% | +83.9% | +19.2% |
| YTD | +21.5% | -19.0% | +40.4% | +21.0% |
| 1Y | +28.0% | +9.1% | +18.9% | +27.3% |
| 3Y | +74.9% | +297.7% | -222.8% | +71.7% |
| All | +107.8% | -40.3% | +148.1% | +114.8% |
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