+123.8%
STX vs POET
-21.9%
+145.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -7.5% |
| 7D | -20.2% | -16.4% | -3.8% | -18.1% |
| 30D | -37.2% | -37.5% | +0.3% | -33.1% |
| 3M | -34.1% | -43.1% | +9.0% | -29.0% |
| 6M | -24.5% | -31.4% | +6.9% | -18.2% |
| YTD | +102.9% | -22.9% | +125.8% | +107.1% |
| 1Y | +123.8% | -18.0% | +141.8% | +127.7% |
| All | +123.8% | -21.9% | +145.7% | +127.7% |
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