+503.2%
CMI vs POET
+30.3%
+472.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +1.0% |
| 7D | -0.7% | +0.4% | -1.1% | -0.7% |
| 30D | -12.4% | -10.4% | -2.0% | -12.0% |
| 3M | -14.8% | -29.3% | +14.6% | -13.7% |
| 6M | +0.8% | +6.9% | -6.1% | -2.6% |
| YTD | +10.2% | +25.6% | -15.4% | +5.3% |
| 1Y | +37.4% | +49.2% | -11.7% | +29.1% |
| 3Y | +153.3% | +128.4% | +24.8% | +122.9% |
| 5Y | +167.6% | -4.2% | +171.8% | +139.7% |
| All | +503.2% | +30.3% | +472.9% | +413.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling