-11.1%
CHYM vs POET
+89.3%
-100.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.5% |
| 7D | -2.3% | +0.4% | -2.6% | -2.4% |
| 30D | +4.4% | -10.4% | +14.8% | +5.3% |
| 3M | +91.3% | -29.3% | +120.6% | +96.0% |
| 6M | +44.0% | +6.9% | +37.1% | +25.1% |
| YTD | +31.1% | +25.6% | +5.5% | +8.1% |
| 1Y | +37.8% | +49.2% | -11.3% | +12.6% |
| All | -11.1% | +89.3% | -100.4% | -32.1% |
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