+264.3%
STT vs POET
+30.3%
+234.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.8% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | +1.7% | -10.4% | +12.1% | +2.2% |
| 3M | +17.9% | -29.3% | +47.2% | +19.3% |
| 6M | +55.3% | +6.9% | +48.4% | +48.0% |
| YTD | +52.7% | +25.6% | +27.1% | +43.4% |
| 1Y | +75.7% | +49.2% | +26.5% | +61.7% |
| 3Y | +197.9% | +128.4% | +69.5% | +150.0% |
| 5Y | +158.8% | -4.2% | +163.0% | +123.3% |
| All | +264.3% | +30.3% | +234.0% | +179.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling