+253.1%
CVS vs POET
-24.0%
+277.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | 0.0% |
| 7D | -2.0% | +3.7% | -5.6% | -2.0% |
| 30D | +1.9% | -11.5% | +13.4% | +2.0% |
| 3M | -2.2% | -30.8% | +28.6% | -1.9% |
| 6M | +26.7% | +8.6% | +18.2% | +25.4% |
| YTD | +22.9% | +20.1% | +2.8% | +21.2% |
| 1Y | +32.9% | +35.7% | -2.8% | +30.5% |
| 3Y | +62.3% | +116.5% | -54.2% | +55.5% |
| 5Y | +34.2% | -8.4% | +42.7% | +29.4% |
| 10Y | +41.8% | +24.6% | +17.2% | +32.3% |
| All | +253.1% | -24.0% | +277.1% | +220.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling