+29.6%
SNOW vs POET
+89.3%
-59.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.5% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -1.0% | -10.4% | +9.4% | -0.5% |
| 3M | +36.9% | -29.3% | +66.2% | +38.5% |
| 6M | +83.4% | +6.9% | +76.5% | +72.0% |
| YTD | +50.0% | +25.6% | +24.4% | +38.1% |
| 1Y | +46.5% | +49.2% | -2.6% | +31.4% |
| 3Y | +93.3% | +128.4% | -35.1% | +61.4% |
| 5Y | +3.3% | -4.2% | +7.5% | -11.7% |
| All | +29.6% | +89.3% | -59.7% | +6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling