+320.5%
CMCSA vs POET
-20.5%
+341.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | +0.1% |
| 7D | -4.9% | +0.4% | -5.2% | -4.9% |
| 30D | -1.1% | -10.4% | +9.3% | -0.9% |
| 3M | +6.6% | -29.3% | +35.9% | +6.9% |
| 6M | -15.5% | +6.9% | -22.3% | -16.8% |
| YTD | -6.7% | +25.6% | -32.3% | -8.5% |
| 1Y | -15.6% | +49.2% | -64.8% | -17.9% |
| 3Y | -33.7% | +128.4% | -162.1% | -37.5% |
| 5Y | -46.6% | -4.2% | -42.4% | -49.4% |
| 10Y | +7.1% | +30.3% | -23.2% | -1.5% |
| All | +320.5% | -20.5% | +341.0% | +291.9% |
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 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