+1,612.8%
SMCI vs POET
+23.8%
+1,589.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -6.5% | -1.8% | -7.7% |
| 7D | -7.2% | -6.2% | -1.0% | -6.5% |
| 30D | -7.8% | -22.4% | +14.7% | -5.2% |
| 3M | +20.6% | -40.7% | +61.3% | +26.8% |
| 6M | +19.5% | +8.8% | +10.7% | +13.1% |
| YTD | +25.5% | +17.4% | +8.1% | +17.2% |
| 1Y | -18.4% | +41.8% | -60.1% | -25.8% |
| 3Y | +35.7% | +114.1% | -78.4% | +13.0% |
| 5Y | +918.6% | -8.3% | +926.8% | +766.8% |
| 10Y | +1,612.8% | +23.8% | +1,589.0% | +1,217.3% |
| All | +1,612.8% | +23.8% | +1,589.0% | +1,217.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling