+5,014.8%
SMCI vs POET
-20.5%
+5,035.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.7% | +7.0% |
| 7D | +1.3% | +0.4% | +0.9% | +1.3% |
| 30D | +6.6% | -10.4% | +17.0% | +7.3% |
| 3M | +25.4% | -29.3% | +54.8% | +27.8% |
| 6M | +26.1% | +6.9% | +19.3% | +22.5% |
| YTD | +37.0% | +25.6% | +11.4% | +31.5% |
| 1Y | -8.8% | +49.2% | -57.9% | -13.7% |
| 3Y | +44.6% | +128.4% | -83.8% | +29.6% |
| 5Y | +995.9% | -4.2% | +1,000.1% | +894.4% |
| 10Y | +1,801.4% | +30.3% | +1,771.0% | +1,536.2% |
| All | +5,014.8% | -20.5% | +5,035.3% | +4,286.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling