+1,350.3%
CRS vs POET
-6.5%
+1,356.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.4% |
| 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% | -20.0% |
| 6M | +8.7% | +6.9% | +1.8% | +3.2% |
| YTD | +41.0% | +25.6% | +15.4% | +31.9% |
| 1Y | +82.7% | +49.2% | +33.5% | +67.3% |
| 3Y | +604.8% | +128.4% | +476.3% | +497.1% |
| All | +1,350.3% | -6.5% | +1,356.8% | +1,111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling