+183.3%
SW vs POET
+139.1%
+44.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | +0.1% |
| 7D | +1.8% | +9.6% | -7.8% | +1.5% |
| 30D | +7.0% | -24.5% | +31.6% | +7.8% |
| 3M | -7.6% | -41.0% | +33.3% | -6.4% |
| 6M | +8.5% | -52.0% | +60.5% | +9.8% |
| YTD | +17.7% | -16.9% | +34.6% | +15.1% |
| 1Y | +27.1% | -2.4% | +29.5% | +23.3% |
| 3Y | +48.2% | +260.3% | -212.1% | +36.9% |
| 5Y | -2.3% | -35.1% | +32.7% | -7.8% |
| 10Y | +183.3% | +128.7% | +54.6% | +152.4% |
| All | +183.3% | +139.1% | +44.2% | +152.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling