+1,122.9%
SCHG vs POET
+245.7%
+877.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.0% |
| 3M | +5.4% | -29.3% | +34.8% | +6.2% |
| 6M | +14.4% | +6.9% | +7.6% | +11.8% |
| YTD | +8.0% | +25.6% | -17.6% | +4.8% |
| 1Y | +12.7% | +49.2% | -36.4% | +8.2% |
| 3Y | +85.6% | +128.4% | -42.8% | +70.7% |
| 5Y | +85.5% | -4.2% | +89.7% | +72.4% |
| 10Y | +456.0% | +30.3% | +425.7% | +395.8% |
| All | +1,122.9% | +245.7% | +877.3% | +941.0% |
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 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