+293.7%
CDW vs POET
+30.3%
+263.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +4.6% | +3.2% | +7.7% |
| 7D | +0.9% | +0.4% | +0.5% | +0.9% |
| 30D | +13.1% | -10.4% | +23.4% | +13.4% |
| 3M | +19.7% | -29.3% | +49.0% | +20.6% |
| 6M | +30.7% | +6.9% | +23.9% | +27.4% |
| YTD | +14.7% | +25.6% | -10.9% | +10.8% |
| 1Y | -5.3% | +49.2% | -54.5% | -9.7% |
| 3Y | -23.8% | +128.4% | -152.3% | -31.0% |
| 5Y | -16.8% | -4.2% | -12.6% | -23.5% |
| All | +293.7% | +30.3% | +263.4% | +254.9% |
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