+365.4%
STX vs POET
+56.2%
+309.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.0% | -1.7% | +5.6% |
| 7D | +2.4% | +5.6% | -3.2% | +1.8% |
| 30D | +1.4% | -2.1% | +3.5% | +1.7% |
| 3M | -8.2% | -48.8% | +40.6% | -5.7% |
| 6M | +127.0% | +15.8% | +111.2% | +129.1% |
| YTD | +209.1% | +25.1% | +184.0% | +211.7% |
| 1Y | +365.4% | +50.6% | +314.9% | +394.6% |
| All | +365.4% | +56.2% | +309.2% | +394.6% |
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