-25.9%
STRL vs POET
-21.9%
-3.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | -4.1% | -17.3% | -20.2% |
| 7D | -27.1% | -16.4% | -10.6% | -22.9% |
| 30D | -45.8% | -37.5% | -8.3% | -37.8% |
| 3M | -47.6% | -43.1% | -4.6% | -38.5% |
| 6M | -46.4% | -31.4% | -15.1% | -42.8% |
| YTD | -7.4% | -22.9% | +15.5% | -17.2% |
| 1Y | -25.9% | -18.0% | -7.9% | -35.6% |
| All | -25.9% | -21.9% | -3.9% | -35.6% |
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