+0.1%
SCHW vs POET
-29.8%
+29.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -12.7% | +11.9% | -0.9% |
| 7D | +3.5% | -24.7% | +28.2% | +3.3% |
| 30D | -4.4% | -44.7% | +40.4% | -4.8% |
| 3M | -14.0% | -47.3% | +33.3% | -14.4% |
| 6M | +0.8% | -53.7% | +54.6% | -0.7% |
| YTD | -6.4% | -32.7% | +26.3% | -13.7% |
| 1Y | +0.1% | -29.5% | +29.6% | -8.5% |
| All | +0.1% | -29.8% | +29.9% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling