+560.0%
STRL vs POET
+120.8%
+439.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.6% | +0.8% | +4.6% |
| 7D | +5.0% | +0.4% | +4.7% | +5.0% |
| 30D | -6.9% | -10.4% | +3.5% | -5.2% |
| 3M | -39.1% | -29.3% | -9.7% | -36.1% |
| 6M | +21.5% | +6.9% | +14.6% | +13.3% |
| YTD | +66.9% | +25.6% | +41.3% | +51.6% |
| 1Y | +61.6% | +49.2% | +12.5% | +42.7% |
| 3Y | +560.0% | +128.4% | +431.6% | +412.9% |
| All | +560.0% | +120.8% | +439.2% | +412.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling