+17.9%
SWKS vs POET
+43.4%
-25.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -5.0% | +14.8% | +10.2% |
| 7D | +17.5% | +3.7% | +13.8% | +17.0% |
| 30D | +23.0% | -11.5% | +34.5% | +24.1% |
| 3M | +19.5% | -30.8% | +50.3% | +22.4% |
| 6M | +54.3% | +8.6% | +45.7% | +46.2% |
| YTD | +35.3% | +20.1% | +15.2% | +26.7% |
| 1Y | +17.9% | +35.7% | -17.8% | +12.3% |
| All | +17.9% | +43.4% | -25.5% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling