+50.6%
POET vs SONY
-10.8%
+61.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.7% | +8.6% |
| 7D | +5.6% | -1.2% | +6.8% | +5.9% |
| 30D | -2.1% | +9.4% | -11.5% | -5.4% |
| 3M | -48.8% | +10.5% | -59.3% | -50.5% |
| 6M | +15.8% | +11.7% | +4.1% | +4.2% |
| YTD | +25.1% | -4.1% | +29.2% | +17.3% |
| 1Y | +50.6% | -11.8% | +62.4% | +53.2% |
| All | +50.6% | -10.8% | +61.4% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling