+322.7%
CG vs POET
+196.3%
+126.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.3% | -3.8% |
| 7D | -6.4% | +9.7% | -16.2% | -6.9% |
| 30D | -7.1% | -6.5% | -0.5% | -6.8% |
| 3M | -1.6% | -25.7% | +24.1% | -0.6% |
| 6M | -8.3% | +19.6% | -27.9% | -12.8% |
| YTD | -23.8% | +26.4% | -50.2% | -28.0% |
| 1Y | -28.7% | +50.1% | -78.8% | -33.9% |
| 3Y | +49.2% | +127.9% | -78.8% | +28.1% |
| 5Y | +5.5% | -5.9% | +11.4% | -7.5% |
| 10Y | +331.2% | +31.1% | +300.1% | +252.7% |
| All | +322.7% | +196.3% | +126.4% | +230.2% |
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