+2,993.7%
SHOP vs POET
+30.3%
+2,963.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.5% |
| 7D | -11.2% | +0.4% | -11.6% | -11.3% |
| 30D | -14.4% | -10.4% | -4.0% | -14.0% |
| 3M | +16.6% | -29.3% | +45.9% | +17.9% |
| 6M | -0.6% | +6.9% | -7.4% | -5.4% |
| YTD | -20.0% | +25.6% | -45.6% | -25.0% |
| 1Y | -11.2% | +49.2% | -60.4% | -18.4% |
| 3Y | +99.5% | +128.4% | -29.0% | +70.6% |
| 5Y | -13.2% | -4.2% | -9.0% | -23.9% |
| All | +2,993.7% | +30.3% | +2,963.4% | +2,407.0% |
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 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