+85.2%
SWK vs POET
-21.9%
+107.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.1% | +17.2% | +13.3% |
| 7D | +17.9% | -16.4% | +34.3% | +18.7% |
| 30D | +31.9% | -37.5% | +69.5% | +34.5% |
| 3M | +16.6% | -43.1% | +59.6% | +19.1% |
| 6M | +61.1% | -31.4% | +92.5% | +60.1% |
| YTD | +64.2% | -22.9% | +87.1% | +49.6% |
| 1Y | +85.2% | -18.0% | +103.2% | +66.3% |
| All | +85.2% | -21.9% | +107.1% | +66.3% |
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 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