+447.8%
SCHG vs POET
+30.3%
+417.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.7% |
| 7D | -1.0% | +0.4% | -1.4% | -1.1% |
| 30D | -1.3% | -10.4% | +9.1% | -0.9% |
| 3M | +5.4% | -29.3% | +34.8% | +6.5% |
| 6M | +14.4% | +6.9% | +7.6% | +10.6% |
| YTD | +8.0% | +25.6% | -17.6% | +3.4% |
| 1Y | +12.7% | +49.2% | -36.4% | +6.2% |
| 3Y | +85.6% | +128.4% | -42.8% | +64.9% |
| 5Y | +85.5% | -4.2% | +89.7% | +67.4% |
| All | +447.8% | +30.3% | +417.5% | +373.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling