-29.4%
CDW vs POET
+111.1%
-140.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.3% |
| 7D | -7.4% | +3.7% | -11.0% | -7.5% |
| 30D | +5.8% | -11.5% | +17.4% | +6.1% |
| 3M | +10.8% | -30.8% | +41.6% | +11.5% |
| 6M | +21.5% | +8.6% | +12.9% | +19.3% |
| YTD | +6.4% | +20.1% | -13.7% | +4.0% |
| 1Y | -14.8% | +35.7% | -50.5% | -17.2% |
| All | -29.4% | +111.1% | -140.5% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling