+15.6%
SCHW vs POET
+40.7%
-25.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | 0.0% |
| 7D | -1.9% | +0.4% | -2.2% | -1.9% |
| 30D | -1.6% | -10.4% | +8.7% | -1.7% |
| 3M | +21.3% | -29.3% | +50.6% | +21.1% |
| 6M | +16.5% | +6.9% | +9.6% | +12.6% |
| YTD | +8.4% | +25.6% | -17.2% | +3.2% |
| 1Y | +15.6% | +49.2% | -33.5% | +11.0% |
| All | +15.6% | +40.7% | -25.1% | +11.0% |
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 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