-2.7%
SMCI vs POET
+56.2%
-58.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +8.0% | -3.5% | +3.0% |
| 7D | +6.8% | +5.6% | +1.2% | +5.6% |
| 30D | +30.6% | -2.1% | +32.7% | +31.1% |
| 3M | -15.6% | -48.8% | +33.3% | -6.4% |
| 6M | +21.3% | +15.8% | +5.5% | +1.8% |
| YTD | +35.3% | +25.1% | +10.1% | +9.5% |
| 1Y | -2.7% | +50.6% | -53.3% | -22.7% |
| All | -2.7% | +56.2% | -58.9% | -22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling