-2.2%
POET vs CASY
+274.3%
-276.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.0% | +7.9% | +5.7% |
| 7D | +17.0% | -4.4% | +21.4% | +18.3% |
| 30D | -6.7% | -12.0% | +5.3% | -4.0% |
| 3M | -32.3% | -2.3% | -30.0% | -33.4% |
| 6M | +32.3% | +10.5% | +21.8% | +27.1% |
| YTD | +31.3% | +33.0% | -1.7% | +20.8% |
| 1Y | +55.3% | +41.1% | +14.2% | +39.7% |
| 3Y | +136.8% | +207.5% | -70.7% | +89.7% |
| 5Y | -2.2% | +290.7% | -293.0% | -20.4% |
| All | -2.2% | +274.3% | -276.5% | -20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling