+39.1%
SWKS vs POET
+31.1%
+7.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.3% | +1.8% |
| 7D | +6.8% | +9.7% | -2.9% | +6.1% |
| 30D | +11.3% | -6.5% | +17.8% | +11.6% |
| 3M | +4.1% | -25.7% | +29.8% | +5.6% |
| 6M | +39.7% | +19.6% | +20.1% | +33.1% |
| YTD | +23.2% | +26.4% | -3.2% | +16.5% |
| 1Y | +5.3% | +50.1% | -44.8% | -2.6% |
| 3Y | -15.1% | +127.9% | -143.0% | -27.6% |
| 5Y | -50.3% | -5.9% | -44.4% | -56.7% |
| All | +39.1% | +31.1% | +7.9% | +15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling