+22.6%
POET vs CASY
+464.4%
-441.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -5.0% |
| 7D | +3.7% | -17.2% | +20.9% | +6.3% |
| 30D | -11.5% | -24.4% | +12.8% | -8.3% |
| 3M | -30.8% | -31.4% | +0.6% | -27.4% |
| 6M | +8.6% | -8.9% | +17.5% | +9.3% |
| YTD | +20.1% | +13.8% | +6.2% | +17.8% |
| 1Y | +35.7% | +17.0% | +18.8% | +32.4% |
| 3Y | +116.5% | +163.1% | -46.6% | +99.7% |
| 5Y | -8.4% | +239.0% | -247.4% | -16.0% |
| All | +22.6% | +464.4% | -441.8% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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