+7,358.2%
SHOP vs POET
-33.3%
+7,391.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.7% | -1.7% | -5.3% |
| 7D | -10.6% | +9.7% | -20.4% | -11.1% |
| 30D | -18.3% | -6.5% | -11.8% | -18.1% |
| 3M | +14.8% | -25.7% | +40.5% | +15.9% |
| 6M | -5.0% | +19.6% | -24.6% | -10.5% |
| YTD | -21.2% | +26.4% | -47.6% | -26.4% |
| 1Y | -11.6% | +50.1% | -61.7% | -19.1% |
| 3Y | +101.2% | +127.9% | -26.7% | +70.1% |
| 5Y | -15.7% | -5.9% | -9.8% | -26.7% |
| 10Y | +2,989.4% | +31.1% | +2,958.3% | +2,390.3% |
| All | +7,358.2% | -33.3% | +7,391.6% | +6,987.0% |
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