+615.9%
SMTC vs POET
+120.8%
+495.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.6% | +0.5% | +4.3% |
| 7D | +13.1% | +0.4% | +12.7% | +13.1% |
| 30D | +19.5% | -10.4% | +29.8% | +22.0% |
| 3M | +2.2% | -29.3% | +31.6% | +8.5% |
| 6M | +94.9% | +6.9% | +88.0% | +80.8% |
| YTD | +127.0% | +25.6% | +101.4% | +103.7% |
| 1Y | +174.6% | +49.2% | +125.4% | +134.6% |
| 3Y | +615.9% | +128.4% | +487.5% | +402.5% |
| All | +615.9% | +120.8% | +495.1% | +402.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling