+7.1%
CRM vs POET
+56.2%
-49.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +8.0% | -10.0% | -1.9% |
| 7D | +1.3% | +5.6% | -4.3% | +1.3% |
| 30D | +34.3% | -2.1% | +36.4% | +34.3% |
| 3M | +37.7% | -48.8% | +86.5% | +38.8% |
| 6M | +34.9% | +15.8% | +19.2% | +30.9% |
| YTD | -1.6% | +25.1% | -26.8% | -5.3% |
| 1Y | +7.1% | +50.6% | -43.4% | +7.4% |
| All | +7.1% | +56.2% | -49.1% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling