+553.4%
SE vs POET
+231.2%
+322.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -6.0% | -1.6% |
| 7D | -5.2% | +0.4% | -5.6% | -5.2% |
| 30D | -17.1% | -10.4% | -6.7% | -16.7% |
| 3M | +24.0% | -29.3% | +53.3% | +25.2% |
| 6M | +21.0% | +6.9% | +14.1% | +15.6% |
| YTD | -16.7% | +25.6% | -42.3% | -21.6% |
| 1Y | -45.9% | +49.2% | -95.1% | -50.1% |
| 3Y | +177.8% | +128.4% | +49.4% | +135.3% |
| 5Y | -67.4% | -4.2% | -63.1% | -71.7% |
| All | +553.4% | +231.2% | +322.1% | +493.3% |
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