+2,348.6%
STRL vs POET
-16.9%
+2,365.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.9% | -1.7% | +2.9% |
| 7D | +10.1% | +17.0% | -6.9% | +9.1% |
| 30D | -8.2% | -6.7% | -1.5% | -7.8% |
| 3M | -43.7% | -32.3% | -11.4% | -42.5% |
| 6M | +27.1% | +32.3% | -5.2% | +23.2% |
| YTD | +64.0% | +31.3% | +32.7% | +58.6% |
| 1Y | +75.2% | +55.3% | +19.8% | +67.5% |
| 3Y | +539.9% | +136.8% | +403.2% | +481.6% |
| 5Y | +2,133.0% | -2.2% | +2,135.2% | +1,953.7% |
| 10Y | +7,178.3% | +34.0% | +7,144.2% | +6,347.7% |
| All | +2,348.6% | -16.9% | +2,365.5% | +2,059.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling