+146.9%
SMTC vs POET
+56.2%
+90.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +8.0% | +1.2% | +7.4% |
| 7D | +12.7% | +5.6% | +7.1% | +11.4% |
| 30D | +22.0% | -2.1% | +24.1% | +23.1% |
| 3M | -12.7% | -48.8% | +36.2% | -2.3% |
| 6M | +64.8% | +15.8% | +49.0% | +49.6% |
| YTD | +100.7% | +25.1% | +75.6% | +77.7% |
| 1Y | +146.9% | +50.6% | +96.3% | +115.8% |
| All | +146.9% | +56.2% | +90.7% | +115.8% |
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