+28.2%
SW vs POET
-7.9%
+36.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +7.7% |
| 3M | -7.6% | -41.0% | +33.3% | -6.5% |
| 6M | +8.5% | -52.0% | +60.5% | +10.5% |
| YTD | +17.7% | -16.9% | +34.6% | +12.8% |
| All | +28.2% | -7.9% | +36.1% | +18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling