+57.7%
CF vs POET
+40.7%
+17.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -1.5% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | +11.5% | -10.4% | +21.8% | +11.5% |
| 3M | +25.5% | -29.3% | +54.9% | +26.0% |
| 6M | +11.8% | +6.9% | +4.9% | +9.2% |
| YTD | +74.6% | +25.6% | +49.0% | +68.5% |
| 1Y | +57.7% | +49.2% | +8.5% | +52.8% |
| All | +57.7% | +40.7% | +17.0% | +52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling