+63.9%
CSCO vs POET
+56.2%
+7.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.0% | -7.5% | -0.1% |
| 7D | -0.7% | +5.6% | -6.3% | -1.1% |
| 30D | -10.1% | -2.1% | -8.0% | -10.1% |
| 3M | -15.7% | -48.8% | +33.2% | -12.4% |
| 6M | +36.3% | +15.8% | +20.5% | +33.3% |
| YTD | +43.8% | +25.1% | +18.7% | +39.3% |
| 1Y | +63.9% | +50.6% | +13.4% | +58.8% |
| All | +63.9% | +56.2% | +7.7% | +58.8% |
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 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