+0.9%
CG vs POET
-6.5%
+7.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -2.0% |
| 7D | -9.9% | +0.4% | -10.2% | -9.9% |
| 30D | -11.7% | -10.4% | -1.3% | -11.1% |
| 3M | -4.3% | -29.3% | +25.1% | -2.8% |
| 6M | -8.8% | +6.9% | -15.6% | -14.3% |
| YTD | -26.9% | +25.6% | -52.5% | -32.6% |
| 1Y | -35.4% | +49.2% | -84.6% | -42.1% |
| 3Y | +43.0% | +128.4% | -85.4% | +18.6% |
| All | +0.9% | -6.5% | +7.4% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling