+50.6%
POET vs SPXS
-40.2%
+90.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.3% | +6.8% | +10.0% |
| 7D | +5.6% | -0.1% | +5.7% | +5.5% |
| 30D | -2.1% | +0.8% | -2.9% | -0.2% |
| 3M | -48.8% | -4.7% | -44.1% | -47.3% |
| 6M | +15.8% | -29.6% | +45.4% | -10.2% |
| YTD | +25.1% | -29.8% | +54.9% | -2.6% |
| 1Y | +50.6% | -38.9% | +89.5% | +43.6% |
| All | +50.6% | -40.2% | +90.8% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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