+2,119.0%
STRL vs POET
-11.6%
+2,130.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.3% |
| 7D | +5.4% | +3.7% | +1.7% | +4.8% |
| 30D | -9.0% | -11.5% | +2.5% | -7.3% |
| 3M | -37.1% | -30.8% | -6.3% | -34.0% |
| 6M | +17.8% | +8.6% | +9.2% | +10.6% |
| YTD | +58.3% | +20.1% | +38.3% | +46.2% |
| 1Y | +61.0% | +35.7% | +25.3% | +45.2% |
| 3Y | +517.8% | +116.5% | +401.3% | +401.5% |
| 5Y | +2,119.0% | -8.4% | +2,127.5% | +1,768.1% |
| All | +2,119.0% | -11.6% | +2,130.7% | +1,768.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling