+66.2%
CTAS vs POET
+120.8%
-54.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.5% |
| 7D | +0.5% | +0.4% | +0.1% | +0.5% |
| 30D | -0.7% | -10.4% | +9.6% | -0.7% |
| 3M | +11.1% | -29.3% | +40.4% | +11.4% |
| 6M | +2.1% | +6.9% | -4.7% | +0.6% |
| YTD | +8.0% | +25.6% | -17.6% | +5.9% |
| 1Y | -0.5% | +49.2% | -49.6% | -2.9% |
| 3Y | +66.2% | +128.4% | -62.2% | +66.7% |
| All | +66.2% | +120.8% | -54.6% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling