-40.1%
SWK vs POET
-2.2%
-37.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.7% | -3.0% |
| 7D | +0.1% | +17.0% | -16.9% | -0.7% |
| 30D | -8.9% | -6.7% | -2.2% | -8.7% |
| 3M | +20.5% | -32.3% | +52.8% | +22.0% |
| 6M | +27.1% | +32.3% | -5.2% | +20.0% |
| YTD | +30.2% | +31.3% | -1.1% | +22.4% |
| 1Y | +24.8% | +55.3% | -30.6% | +15.2% |
| 3Y | +16.3% | +136.8% | -120.5% | +0.1% |
| 5Y | -40.1% | -2.2% | -37.9% | -47.7% |
| All | -40.1% | -2.2% | -37.9% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling