+5.0%
SYK vs POET
-10.6%
+15.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.0% | +3.0% | -1.9% |
| 7D | -12.3% | +3.7% | -16.0% | -12.4% |
| 30D | -22.4% | -11.5% | -10.9% | -22.4% |
| 3M | -12.3% | -30.8% | +18.4% | -12.0% |
| 6M | -24.3% | +8.6% | -32.9% | -26.1% |
| YTD | -22.8% | +20.1% | -42.8% | -24.9% |
| 1Y | -28.8% | +35.7% | -64.5% | -31.4% |
| 3Y | -4.0% | +116.5% | -120.5% | -10.5% |
| All | +5.0% | -10.6% | +15.6% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling