-37.6%
SMCI vs POET
-21.9%
-15.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -4.8% |
| 7D | -17.3% | -16.4% | -0.9% | -13.9% |
| 30D | -31.5% | -37.5% | +6.1% | -24.1% |
| 3M | -6.6% | -43.1% | +36.5% | +5.4% |
| 6M | +6.0% | -31.4% | +37.4% | +8.6% |
| YTD | +1.1% | -22.9% | +24.0% | -12.3% |
| 1Y | -37.6% | -18.0% | -19.6% | -47.4% |
| All | -37.6% | -21.9% | -15.6% | -47.4% |
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