+813.3%
CDW vs POET
+93.3%
+720.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.9% | -10.1% | -5.3% |
| 7D | -3.9% | +17.0% | -20.9% | -4.4% |
| 30D | +6.9% | -6.7% | +13.6% | +7.1% |
| 3M | +7.7% | -32.3% | +40.0% | +8.6% |
| 6M | +18.3% | +32.3% | -14.0% | +14.7% |
| YTD | +7.8% | +31.3% | -23.5% | +4.2% |
| 1Y | -12.2% | +55.3% | -67.5% | -16.0% |
| 3Y | -28.9% | +136.8% | -165.7% | -35.3% |
| 5Y | -22.8% | -2.2% | -20.5% | -28.8% |
| 10Y | +266.1% | +34.0% | +232.0% | +225.2% |
| All | +813.3% | +93.3% | +720.0% | +694.7% |
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