+87.2%
STLD vs POET
+56.2%
+31.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +8.0% | -9.7% | -2.1% |
| 7D | +3.1% | +5.6% | -2.5% | +2.7% |
| 30D | -9.0% | -2.1% | -6.9% | -9.0% |
| 3M | -12.4% | -48.8% | +36.5% | -9.1% |
| 6M | +25.5% | +15.8% | +9.7% | +13.6% |
| YTD | +43.6% | +25.1% | +18.5% | +28.2% |
| 1Y | +87.2% | +50.6% | +36.6% | +70.2% |
| All | +87.2% | +56.2% | +31.0% | +70.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling