+20.7%
SE vs POET
+31.1%
-10.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.7% | -0.3% | -4.0% |
| 7D | -3.6% | +9.7% | -13.4% | -3.7% |
| 30D | -5.3% | -6.5% | +1.2% | -5.3% |
| 3M | +28.1% | -25.7% | +53.8% | +28.2% |
| 6M | +20.7% | +19.6% | +1.1% | +8.1% |
| All | +20.7% | +31.1% | -10.5% | +8.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling