+280.4%
SHW vs POET
+30.3%
+250.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.7% |
| 7D | -3.1% | +0.4% | -3.5% | -3.1% |
| 30D | -10.0% | -10.4% | +0.3% | -9.8% |
| 3M | +2.3% | -29.3% | +31.6% | +2.8% |
| 6M | +0.7% | +6.9% | -6.2% | -1.6% |
| YTD | +0.5% | +25.6% | -25.1% | -2.5% |
| 1Y | -11.5% | +49.2% | -60.6% | -15.1% |
| 3Y | +21.3% | +128.4% | -107.1% | +11.1% |
| 5Y | +12.5% | -4.2% | +16.7% | +4.3% |
| All | +280.4% | +30.3% | +250.1% | +232.8% |
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