+2,111.8%
SIMO vs POET
-24.0%
+2,135.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.0% | +0.5% | -4.3% |
| 7D | +12.5% | +3.7% | +8.9% | +12.4% |
| 30D | +18.4% | -11.5% | +29.9% | +18.9% |
| 3M | +5.6% | -30.8% | +36.4% | +6.7% |
| 6M | +116.9% | +8.6% | +108.3% | +113.8% |
| YTD | +188.4% | +20.1% | +168.3% | +183.0% |
| 1Y | +221.3% | +35.7% | +185.6% | +212.9% |
| 3Y | +438.6% | +116.5% | +322.0% | +406.6% |
| 5Y | +287.9% | -8.4% | +296.3% | +267.5% |
| 10Y | +549.0% | +24.6% | +524.4% | +501.8% |
| All | +2,111.8% | -24.0% | +2,135.8% | +2,143.0% |
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