+8,733.6%
STX vs POET
-20.0%
+8,753.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -1.9% |
| 7D | +9.6% | +9.7% | -0.2% | +9.2% |
| 30D | +10.6% | -6.5% | +17.1% | +10.9% |
| 3M | +4.8% | -25.7% | +30.5% | +5.8% |
| 6M | +137.3% | +19.6% | +117.7% | +132.5% |
| YTD | +222.5% | +26.4% | +196.1% | +214.7% |
| 1Y | +366.2% | +50.1% | +316.1% | +349.6% |
| 3Y | +1,352.9% | +127.9% | +1,225.0% | +1,239.4% |
| 5Y | +1,077.4% | -5.9% | +1,083.3% | +997.6% |
| 10Y | +3,621.5% | +31.1% | +3,590.4% | +3,216.8% |
| All | +8,733.6% | -20.0% | +8,753.6% | +7,298.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling