+1,065.6%
SWKS vs POET
-48.7%
+1,114.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | +9.4% | +1.2% | +8.2% | +9.4% |
| 30D | +17.0% | -12.2% | +29.1% | +17.4% |
| 3M | +28.9% | -42.4% | +71.4% | +31.2% |
| 6M | +33.1% | -64.3% | +97.4% | +36.7% |
| YTD | +44.8% | -19.0% | +63.7% | +42.6% |
| 1Y | +36.2% | +9.1% | +27.1% | +32.6% |
| 3Y | +11.5% | +297.7% | -286.2% | +1.7% |
| 5Y | -37.1% | -38.2% | +1.1% | -40.7% |
| 10Y | +49.9% | +123.0% | -73.2% | +34.5% |
| All | +1,065.6% | -48.7% | +1,114.3% | +997.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling