+126.5%
POET vs CASY
+550.0%
-423.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.0% | -5.8% | -6.7% |
| 7D | +22.3% | +2.5% | +19.8% | +22.0% |
| 30D | -17.6% | +10.2% | -27.8% | -18.7% |
| 3M | -41.3% | -15.7% | -25.6% | -40.0% |
| 6M | -62.1% | -18.4% | -43.7% | -61.3% |
| YTD | -17.7% | +28.3% | -46.0% | -20.7% |
| 1Y | +3.2% | +32.6% | -29.4% | -1.2% |
| 3Y | +294.7% | +159.5% | +135.2% | +257.2% |
| 5Y | -37.2% | +263.9% | -301.1% | -43.8% |
| All | +126.5% | +550.0% | -423.5% | +115.2% |
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