+35.7%
POET vs CASY
+15.3%
+20.5%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -5.0% |
| 7D | +3.7% | -17.2% | +20.9% | +7.1% |
| 30D | -11.5% | -24.4% | +12.8% | -7.2% |
| 3M | -30.8% | -31.4% | +0.6% | -25.8% |
| 6M | +8.6% | -8.9% | +17.5% | +8.9% |
| YTD | +20.1% | +13.8% | +6.2% | +28.2% |
| 1Y | +35.7% | +17.0% | +18.8% | +55.4% |
| All | +35.7% | +15.3% | +20.5% | +55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling