+392.5%
CBRE vs POET
+30.3%
+362.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.6% |
| 7D | -5.0% | +0.4% | -5.3% | -5.0% |
| 30D | -4.7% | -10.4% | +5.7% | -4.3% |
| 3M | +6.5% | -29.3% | +35.9% | +7.6% |
| 6M | +6.1% | +6.9% | -0.8% | +1.1% |
| YTD | -12.6% | +25.6% | -38.2% | -17.8% |
| 1Y | -15.3% | +49.2% | -64.5% | -22.1% |
| 3Y | +64.6% | +128.4% | -63.8% | +37.9% |
| 5Y | +45.0% | -4.2% | +49.2% | +25.0% |
| All | +392.5% | +30.3% | +362.2% | +297.4% |
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