+297.7%
POET vs STLA
-77.1%
+374.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.1% |
| 7D | +1.2% | -13.8% | +15.0% | +7.3% |
| 30D | -12.2% | -10.5% | -1.6% | -8.8% |
| 3M | -42.4% | -28.9% | -13.6% | -34.6% |
| 6M | -64.3% | -49.7% | -14.6% | -52.5% |
| YTD | -19.0% | -64.9% | +46.0% | +21.2% |
| 1Y | +9.1% | -64.0% | +73.2% | +60.6% |
| 3Y | +297.7% | -77.4% | +375.1% | +489.1% |
| All | +297.7% | -77.1% | +374.8% | +489.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 3y: compounded portfolio wealth divided by compounded STLA 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…
3y analysis · Full analysis span regression · 6 months rolling