+21.3%
SHW vs POET
+120.8%
-99.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.8% |
| 7D | -3.1% | +0.4% | -3.5% | -3.1% |
| 30D | -10.0% | -10.4% | +0.3% | -9.9% |
| 3M | +2.3% | -29.3% | +31.6% | +2.6% |
| 6M | +0.7% | +6.9% | -6.2% | -0.7% |
| YTD | +0.5% | +25.6% | -25.1% | -1.3% |
| 1Y | -11.5% | +49.2% | -60.6% | -13.7% |
| 3Y | +21.3% | +128.4% | -107.1% | +10.2% |
| All | +21.3% | +120.8% | -99.5% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling