-17.4%
SLB vs POET
-16.9%
-0.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.6% | -0.9% |
| 7D | +0.4% | +17.0% | -16.6% | -0.2% |
| 30D | +13.6% | -6.7% | +20.3% | +13.8% |
| 3M | +1.5% | -32.3% | +33.8% | +2.5% |
| 6M | +23.0% | +32.3% | -9.3% | +18.3% |
| YTD | +51.2% | +31.3% | +19.9% | +45.1% |
| 1Y | +63.5% | +55.3% | +8.2% | +54.7% |
| 3Y | +2.5% | +136.8% | -134.2% | -8.8% |
| 5Y | +139.2% | -2.2% | +141.4% | +116.4% |
| 10Y | -4.8% | +34.0% | -38.8% | -18.7% |
| All | -17.4% | -16.9% | -0.5% | -36.0% |
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