+1,323.2%
CRS vs POET
+30.3%
+1,292.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.5% |
| 7D | -6.8% | +0.4% | -7.1% | -6.8% |
| 30D | -16.1% | -10.4% | -5.8% | -15.6% |
| 3M | -21.2% | -29.3% | +8.2% | -19.8% |
| 6M | +8.7% | +6.9% | +1.8% | +2.4% |
| YTD | +41.0% | +25.6% | +15.4% | +30.7% |
| 1Y | +82.7% | +49.2% | +33.5% | +64.9% |
| 3Y | +604.8% | +128.4% | +476.3% | +465.2% |
| 5Y | +1,384.7% | -4.2% | +1,388.9% | +1,129.2% |
| All | +1,323.2% | +30.3% | +1,292.9% | +1,033.1% |
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 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