+11.5%
SWKS vs POET
+294.6%
-283.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | +9.4% | +1.2% | +8.2% | +9.3% |
| 30D | +17.0% | -12.2% | +29.1% | +17.8% |
| 3M | +28.9% | -42.4% | +71.4% | +33.9% |
| 6M | +33.1% | -64.3% | +97.4% | +40.7% |
| YTD | +44.8% | -19.0% | +63.7% | +39.5% |
| 1Y | +36.2% | +9.1% | +27.1% | +27.9% |
| 3Y | +11.5% | +297.7% | -286.2% | -4.7% |
| All | +11.5% | +294.6% | -283.1% | -4.7% |
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