+553.6%
SCHD vs POET
+72.8%
+480.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.3% |
| 7D | -2.0% | +0.4% | -2.3% | -2.0% |
| 30D | -0.4% | -10.4% | +10.0% | -0.2% |
| 3M | +5.7% | -29.3% | +35.1% | +6.2% |
| 6M | +11.9% | +6.9% | +5.0% | +9.8% |
| YTD | +26.4% | +25.6% | +0.8% | +23.4% |
| 1Y | +27.6% | +49.2% | -21.5% | +23.5% |
| 3Y | +54.9% | +128.4% | -73.5% | +44.5% |
| 5Y | +60.9% | -4.2% | +65.1% | +51.4% |
| 10Y | +243.4% | +30.3% | +213.1% | +212.8% |
| All | +553.6% | +72.8% | +480.7% | +513.3% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 all: compounded portfolio wealth divided by compounded POET 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…
all analysis · Full analysis span regression · 6 months rolling