+128.4%
POET vs SIRI
-22.6%
+151.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.3% |
| 7D | +0.4% | +0.6% | -0.2% | +0.2% |
| 30D | -10.4% | +2.5% | -12.9% | -11.2% |
| 3M | -29.3% | +6.6% | -35.9% | -31.6% |
| 6M | +6.9% | +32.9% | -26.0% | -4.9% |
| YTD | +25.6% | +50.5% | -24.9% | +5.4% |
| 1Y | +49.2% | +28.0% | +21.2% | +33.2% |
| 3Y | +128.4% | -22.4% | +150.9% | +126.4% |
| All | +128.4% | -22.6% | +151.0% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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