+73.9%
CTVA vs POET
+120.8%
-46.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.8% |
| 7D | -4.5% | +0.4% | -4.9% | -4.5% |
| 30D | +11.3% | -10.4% | +21.7% | +11.5% |
| 3M | +12.3% | -29.3% | +41.6% | +12.7% |
| 6M | +7.2% | +6.9% | +0.3% | +5.8% |
| YTD | +26.0% | +25.6% | +0.4% | +23.8% |
| 1Y | +16.0% | +49.2% | -33.1% | +13.4% |
| 3Y | +73.9% | +128.4% | -54.5% | +68.1% |
| All | +73.9% | +120.8% | -46.9% | +68.1% |
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 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