-4.9%
SHOP vs POET
-21.9%
+17.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.1% | +11.5% | +7.4% |
| 7D | -9.0% | -16.4% | +7.4% | -8.7% |
| 30D | -4.4% | -37.5% | +33.1% | -3.6% |
| 3M | +24.1% | -43.1% | +67.2% | +25.3% |
| 6M | +20.0% | -31.4% | +51.3% | +18.8% |
| YTD | -4.9% | -22.9% | +18.0% | -14.4% |
| 1Y | -4.9% | -18.0% | +13.1% | -17.0% |
| All | -4.9% | -21.9% | +17.0% | -17.0% |
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