+316.9%
SWK vs POET
-47.4%
+364.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +2.7% |
| 7D | +10.7% | +9.6% | +1.1% | +10.2% |
| 30D | +33.3% | -24.5% | +57.9% | +34.4% |
| 3M | +14.7% | -41.0% | +55.6% | +16.5% |
| 6M | +48.5% | -52.0% | +100.5% | +50.3% |
| YTD | +63.9% | -16.9% | +80.8% | +59.8% |
| 1Y | +80.4% | -2.4% | +82.8% | +74.5% |
| 3Y | +58.1% | +260.3% | -202.2% | +40.7% |
| 5Y | -24.5% | -35.1% | +10.6% | -30.3% |
| 10Y | +29.5% | +128.7% | -99.2% | +11.2% |
| All | +316.9% | -47.4% | +364.3% | +274.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling