+683.1%
CTAS vs POET
+30.3%
+652.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.4% |
| 7D | +0.5% | +0.4% | +0.1% | +0.5% |
| 30D | -0.7% | -10.4% | +9.6% | -0.5% |
| 3M | +11.1% | -29.3% | +40.4% | +11.8% |
| 6M | +2.1% | +6.9% | -4.7% | -1.3% |
| YTD | +8.0% | +25.6% | -17.6% | +3.2% |
| 1Y | -0.5% | +49.2% | -49.6% | -6.3% |
| 3Y | +66.2% | +128.4% | -62.2% | +45.2% |
| 5Y | +109.2% | -4.2% | +113.4% | +86.7% |
| All | +683.1% | +30.3% | +652.8% | +520.7% |
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