+52.7%
SWKS vs POET
+24.6%
+28.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -5.0% | +14.8% | +10.1% |
| 7D | +17.5% | +3.7% | +13.8% | +17.2% |
| 30D | +23.0% | -11.5% | +34.5% | +23.8% |
| 3M | +19.5% | -30.8% | +50.3% | +21.8% |
| 6M | +54.3% | +8.6% | +45.7% | +47.9% |
| YTD | +35.3% | +20.1% | +15.2% | +28.3% |
| 1Y | +17.9% | +35.7% | -17.8% | +9.8% |
| 3Y | -6.8% | +116.5% | -123.3% | -20.3% |
| 5Y | -45.4% | -8.4% | -37.0% | -52.3% |
| All | +52.7% | +24.6% | +28.1% | +27.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling