+309.0%
CFG vs POET
+30.3%
+278.7%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +1.0% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | -4.6% | -10.4% | +5.7% | -4.2% |
| 3M | +6.7% | -29.3% | +36.0% | +7.8% |
| 6M | +22.1% | +6.9% | +15.3% | +16.2% |
| YTD | +23.2% | +25.6% | -2.4% | +15.5% |
| 1Y | +40.3% | +49.2% | -8.9% | +28.9% |
| 3Y | +187.9% | +128.4% | +59.4% | +140.1% |
| 5Y | +102.0% | -4.2% | +106.2% | +73.9% |
| All | +309.0% | +30.3% | +278.7% | +213.9% |
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