+50.6%
POET vs SCCO
+109.6%
-59.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.4% | +8.4% | +8.4% |
| 7D | +5.6% | -5.3% | +10.9% | +10.6% |
| 30D | -2.1% | +2.7% | -4.8% | -5.2% |
| 3M | -48.8% | +4.2% | -53.0% | -50.2% |
| 6M | +15.8% | -0.6% | +16.4% | +14.8% |
| YTD | +25.1% | +45.0% | -19.9% | -9.4% |
| 1Y | +50.6% | +109.3% | -58.7% | +10.5% |
| All | +50.6% | +109.6% | -59.0% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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