+568.6%
SE vs POET
+233.3%
+335.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.7% | -0.3% | -3.9% |
| 7D | -3.6% | +9.7% | -13.4% | -4.1% |
| 30D | -5.3% | -6.5% | +1.2% | -5.1% |
| 3M | +28.1% | -25.7% | +53.8% | +29.1% |
| 6M | +20.7% | +19.6% | +1.1% | +14.6% |
| YTD | -14.8% | +26.4% | -41.2% | -19.8% |
| 1Y | -43.6% | +50.1% | -93.7% | -47.9% |
| 3Y | +184.2% | +127.9% | +56.3% | +140.8% |
| 5Y | -66.3% | -5.9% | -60.4% | -70.8% |
| All | +568.6% | +233.3% | +335.2% | +507.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling