+18.0%
SWK vs POET
+123.7%
-105.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.0% | -7.2% | +0.5% |
| 7D | -0.4% | +5.6% | -6.0% | -0.7% |
| 30D | -5.7% | -2.1% | -3.6% | -5.7% |
| 3M | +24.1% | -48.8% | +72.9% | +26.8% |
| 6M | +24.7% | +15.8% | +8.9% | +19.0% |
| YTD | +33.9% | +25.1% | +8.8% | +26.8% |
| 1Y | +34.7% | +50.6% | -15.9% | +25.5% |
| All | +18.0% | +123.7% | -105.8% | +3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling