+81.1%
STLD vs POET
+40.7%
+40.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.8% |
| 7D | -0.9% | +0.4% | -1.3% | -1.0% |
| 30D | -8.9% | -10.4% | +1.5% | -8.3% |
| 3M | -14.0% | -29.3% | +15.3% | -12.7% |
| 6M | +30.8% | +6.9% | +24.0% | +19.4% |
| YTD | +42.3% | +25.6% | +16.7% | +27.0% |
| 1Y | +81.1% | +49.2% | +31.9% | +62.4% |
| All | +81.1% | +40.7% | +40.4% | +62.4% |
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 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