+1,048.0%
STX vs POET
-6.5%
+1,054.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.6% | -8.3% | -4.1% |
| 7D | -2.3% | +0.4% | -2.6% | -2.3% |
| 30D | -5.5% | -10.4% | +4.9% | -4.7% |
| 3M | -4.3% | -29.3% | +25.0% | -2.4% |
| 6M | +115.6% | +6.9% | +108.8% | +109.7% |
| YTD | +202.2% | +25.6% | +176.6% | +190.1% |
| 1Y | +325.3% | +49.2% | +276.1% | +299.5% |
| 3Y | +1,283.9% | +128.4% | +1,155.5% | +1,119.9% |
| All | +1,048.0% | -6.5% | +1,054.5% | +939.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling