+4,180.8%
SMH vs POET
-20.5%
+4,201.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.3% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | -2.8% | -10.4% | +7.6% | -2.4% |
| 3M | -6.7% | -29.3% | +22.6% | -5.6% |
| 6M | +41.8% | +6.9% | +34.9% | +38.8% |
| YTD | +57.9% | +25.6% | +32.3% | +53.3% |
| 1Y | +87.6% | +49.2% | +38.5% | +80.1% |
| 3Y | +282.9% | +128.4% | +154.5% | +251.7% |
| 5Y | +330.4% | -4.2% | +334.6% | +299.4% |
| 10Y | +1,857.0% | +30.3% | +1,826.7% | +1,642.6% |
| All | +4,180.8% | -20.5% | +4,201.3% | +3,622.2% |
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 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