+182.7%
SW vs POET
+111.2%
+71.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +19.0% | -20.0% | -1.5% |
| 7D | +2.3% | -2.5% | +4.8% | +2.3% |
| 30D | +6.8% | -31.7% | +38.5% | +7.8% |
| 3M | -5.2% | -40.6% | +35.4% | -3.9% |
| 6M | +7.4% | -47.8% | +55.3% | +8.3% |
| YTD | +17.4% | -19.9% | +37.3% | +14.9% |
| 1Y | +27.1% | -4.7% | +31.8% | +23.4% |
| 3Y | +47.9% | +275.6% | -227.7% | +36.5% |
| 5Y | -2.6% | -38.2% | +35.6% | -7.8% |
| All | +182.7% | +111.2% | +71.4% | +152.1% |
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