+566.9%
SPMO vs POET
+6.0%
+560.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.3% |
| 7D | -0.9% | +0.4% | -1.3% | -1.0% |
| 30D | -1.9% | -10.4% | +8.5% | -1.5% |
| 3M | -1.4% | -29.3% | +28.0% | -0.2% |
| 6M | +25.5% | +6.9% | +18.6% | +22.3% |
| YTD | +24.8% | +25.6% | -0.8% | +20.6% |
| 1Y | +24.5% | +49.2% | -24.7% | +18.7% |
| 3Y | +157.1% | +128.4% | +28.7% | +134.0% |
| 5Y | +149.5% | -4.2% | +153.7% | +129.9% |
| 10Y | +518.1% | +30.3% | +487.7% | +446.3% |
| All | +566.9% | +6.0% | +560.9% | +487.7% |
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