-40.9%
SE vs POET
+56.2%
-97.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.0% | -8.9% | -1.0% |
| 7D | -6.1% | +5.6% | -11.7% | -6.2% |
| 30D | -2.5% | -2.1% | -0.4% | -2.4% |
| 3M | +21.7% | -48.8% | +70.6% | +22.7% |
| 6M | +27.0% | +15.8% | +11.2% | +20.5% |
| YTD | -12.1% | +25.1% | -37.3% | -17.4% |
| 1Y | -40.9% | +50.6% | -91.5% | -42.5% |
| All | -40.9% | +56.2% | -97.1% | -42.5% |
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