+62.1%
SPG vs POET
+30.3%
+31.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.1% |
| 7D | -1.2% | +0.4% | -1.5% | -1.2% |
| 30D | -6.1% | -10.4% | +4.2% | -5.8% |
| 3M | -3.6% | -29.3% | +25.7% | -2.8% |
| 6M | +10.4% | +6.9% | +3.6% | +5.8% |
| YTD | +14.4% | +25.6% | -11.2% | +8.2% |
| 1Y | +16.5% | +49.2% | -32.6% | +7.9% |
| 3Y | +106.8% | +128.4% | -21.7% | +74.5% |
| 5Y | +108.9% | -4.2% | +113.1% | +81.9% |
| All | +62.1% | +30.3% | +31.8% | +25.2% |
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 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