+980.0%
SMCI vs POET
-6.5%
+986.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.7% | +6.6% |
| 7D | +1.3% | +0.4% | +0.9% | +1.3% |
| 30D | +6.6% | -10.4% | +17.0% | +8.2% |
| 3M | +25.4% | -29.3% | +54.8% | +30.5% |
| 6M | +26.1% | +6.9% | +19.3% | +16.7% |
| YTD | +37.0% | +25.6% | +11.4% | +23.2% |
| 1Y | -8.8% | +49.2% | -57.9% | -20.8% |
| 3Y | +44.6% | +128.4% | -83.8% | +13.5% |
| All | +980.0% | -6.5% | +986.5% | +781.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling