-35.4%
CG vs POET
+40.7%
-76.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -1.9% |
| 7D | -9.9% | +0.4% | -10.2% | -9.9% |
| 30D | -11.7% | -10.4% | -1.3% | -11.3% |
| 3M | -4.3% | -29.3% | +25.1% | -3.2% |
| 6M | -8.8% | +6.9% | -15.6% | -14.8% |
| YTD | -26.9% | +25.6% | -52.5% | -33.7% |
| 1Y | -35.4% | +49.2% | -84.6% | -39.3% |
| All | -35.4% | +40.7% | -76.1% | -39.3% |
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