+1,337.5%
STX vs POET
+111.1%
+1,226.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.0% | +2.3% | -2.3% |
| 7D | +8.0% | +3.7% | +4.3% | +7.7% |
| 30D | +5.1% | -11.5% | +16.6% | +6.1% |
| 3M | +5.8% | -30.8% | +36.5% | +7.9% |
| 6M | +124.9% | +8.6% | +116.4% | +120.5% |
| YTD | +213.9% | +20.1% | +193.8% | +205.2% |
| 1Y | +350.4% | +35.7% | +314.7% | +330.9% |
| All | +1,337.5% | +111.1% | +1,226.4% | +1,148.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling