+68.5%
STRL vs POET
+56.2%
+12.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +8.0% | -2.3% | +3.7% |
| 7D | +3.4% | +5.6% | -2.2% | +1.9% |
| 30D | -9.2% | -2.1% | -7.1% | -8.7% |
| 3M | -51.0% | -48.8% | -2.2% | -43.6% |
| 6M | +15.8% | +15.8% | 0.0% | -3.1% |
| YTD | +58.9% | +25.1% | +33.7% | +28.3% |
| 1Y | +68.5% | +50.6% | +18.0% | +38.8% |
| All | +68.5% | +56.2% | +12.3% | +38.8% |
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