+61.6%
STRL vs POET
+40.7%
+20.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.6% | +0.8% | +4.2% |
| 7D | +5.0% | +0.4% | +4.7% | +4.9% |
| 30D | -6.9% | -10.4% | +3.5% | -4.2% |
| 3M | -39.1% | -29.3% | -9.7% | -34.6% |
| 6M | +21.5% | +6.9% | +14.6% | +3.3% |
| YTD | +66.9% | +25.6% | +41.3% | +34.3% |
| 1Y | +61.6% | +49.2% | +12.5% | +28.7% |
| All | +61.6% | +40.7% | +20.9% | +28.7% |
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 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