+174.7%
SLV vs POET
+120.8%
+53.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.8% |
| 7D | -2.8% | +0.4% | -3.2% | -2.9% |
| 30D | -1.6% | -10.4% | +8.8% | -1.1% |
| 3M | -4.4% | -29.3% | +24.9% | -3.3% |
| 6M | -25.4% | +6.9% | -32.3% | -27.2% |
| YTD | -9.8% | +25.6% | -35.4% | -12.8% |
| 1Y | +53.8% | +49.2% | +4.6% | +47.1% |
| 3Y | +174.7% | +128.4% | +46.2% | +174.8% |
| All | +174.7% | +120.8% | +53.8% | +174.8% |
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 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