+973.8%
SMTC vs POET
-24.0%
+997.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | -2.6% |
| 7D | +17.5% | +3.7% | +13.8% | +17.3% |
| 30D | +21.3% | -11.5% | +32.8% | +22.3% |
| 3M | +3.1% | -30.8% | +33.9% | +5.6% |
| 6M | +81.7% | +8.6% | +73.1% | +78.1% |
| YTD | +115.9% | +20.1% | +95.9% | +110.1% |
| 1Y | +157.8% | +35.7% | +122.1% | +147.9% |
| 3Y | +557.3% | +116.5% | +440.8% | +501.1% |
| 5Y | +114.7% | -8.4% | +123.1% | +98.1% |
| 10Y | +509.5% | +24.6% | +484.9% | +448.5% |
| All | +973.8% | -24.0% | +997.8% | +959.4% |
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