+556.1%
CBRE vs POET
-20.0%
+576.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -1.7% |
| 7D | -1.7% | +9.7% | -11.4% | -1.9% |
| 30D | -3.0% | -6.5% | +3.6% | -2.9% |
| 3M | +2.6% | -25.7% | +28.4% | +3.0% |
| 6M | +2.0% | +19.6% | -17.6% | -0.4% |
| YTD | -13.1% | +26.4% | -39.5% | -15.4% |
| 1Y | -13.8% | +50.1% | -63.9% | -16.8% |
| 3Y | +63.9% | +127.9% | -64.1% | +52.3% |
| 5Y | +42.3% | -5.9% | +48.2% | +33.5% |
| 10Y | +401.2% | +31.1% | +370.0% | +358.8% |
| All | +556.1% | -20.0% | +576.1% | +609.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling