-16.4%
SWKS vs POET
+130.8%
-147.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.9% | -3.1% | +1.5% |
| 7D | +11.8% | +17.0% | -5.2% | +10.5% |
| 30D | +6.7% | -6.7% | +13.5% | +7.2% |
| 3M | 0.0% | -32.3% | +32.3% | +2.1% |
| 6M | +38.7% | +32.3% | +6.4% | +30.9% |
| YTD | +21.4% | +31.3% | -9.9% | +14.0% |
| 1Y | +2.9% | +55.3% | -52.4% | -5.4% |
| 3Y | -16.4% | +136.8% | -153.2% | -27.6% |
| All | -16.4% | +130.8% | -147.2% | -27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling