+72.7%
SWK vs POET
-1.3%
+74.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.8% | +4.5% | -2.0% |
| 7D | -2.0% | +22.3% | -24.3% | -2.7% |
| 30D | +24.6% | -17.6% | +42.2% | +25.3% |
| 3M | +10.8% | -41.3% | +52.1% | +12.9% |
| 6M | +46.1% | -62.1% | +108.1% | +49.8% |
| YTD | +56.8% | -17.7% | +74.5% | +43.0% |
| 1Y | +72.7% | +3.2% | +69.6% | +53.8% |
| All | +72.7% | -1.3% | +74.1% | +53.8% |
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 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