-24.5%
SWK vs POET
-35.9%
+11.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +2.7% |
| 7D | +10.7% | +9.6% | +1.1% | +10.0% |
| 30D | +33.3% | -24.5% | +57.9% | +34.8% |
| 3M | +14.7% | -41.0% | +55.6% | +17.1% |
| 6M | +48.5% | -52.0% | +100.5% | +50.8% |
| YTD | +63.9% | -16.9% | +80.8% | +57.0% |
| 1Y | +80.4% | -2.4% | +82.8% | +70.7% |
| 3Y | +58.1% | +260.3% | -202.2% | +32.8% |
| 5Y | -24.5% | -35.1% | +10.6% | -29.2% |
| All | -24.5% | -35.9% | +11.4% | -29.2% |
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