+596.0%
SIMO vs POET
+30.3%
+565.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.6% | +2.6% | +6.9% |
| 7D | +11.0% | +0.4% | +10.7% | +11.0% |
| 30D | +17.9% | -10.4% | +28.3% | +18.8% |
| 3M | +3.9% | -29.3% | +33.2% | +6.0% |
| 6M | +131.0% | +6.9% | +124.2% | +123.5% |
| YTD | +209.3% | +25.6% | +183.7% | +195.3% |
| 1Y | +223.8% | +49.2% | +174.6% | +203.2% |
| 3Y | +479.2% | +128.4% | +350.8% | +401.5% |
| 5Y | +316.0% | -4.2% | +320.2% | +268.5% |
| All | +596.0% | +30.3% | +565.7% | +543.3% |
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