+28.2%
POET vs SCCO
+1,104.1%
-1,075.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +4.9% | +4.8% |
| 7D | +0.4% | -2.7% | +3.0% | +1.7% |
| 30D | -10.4% | -0.7% | -9.7% | -10.3% |
| 3M | -29.3% | +8.1% | -37.4% | -31.6% |
| 6M | +6.9% | +4.1% | +2.7% | +7.0% |
| YTD | +25.6% | +41.1% | -15.5% | +10.2% |
| 1Y | +49.2% | +95.6% | -46.4% | +14.9% |
| 3Y | +128.4% | +179.3% | -50.8% | +55.4% |
| 5Y | -4.2% | +308.3% | -312.5% | -44.6% |
| All | +28.2% | +1,104.1% | -1,075.8% | -44.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling