+50.6%
POET vs CAPR
+48.7%
+1.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.3% | +6.8% | +8.0% |
| 7D | +5.6% | -2.0% | +7.6% | +5.7% |
| 30D | -2.1% | +139.2% | -141.3% | -9.3% |
| 3M | -48.8% | -66.4% | +17.5% | -47.2% |
| 6M | +15.8% | -63.1% | +78.9% | +18.7% |
| YTD | +25.1% | -67.4% | +92.5% | +29.1% |
| 1Y | +50.6% | +58.2% | -7.7% | +26.9% |
| All | +50.6% | +48.7% | +1.8% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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