+28.2%
POET vs SONY
+293.1%
-264.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +4.1% |
| 7D | +0.4% | -2.7% | +3.1% | +1.1% |
| 30D | -10.4% | +1.5% | -11.9% | -11.0% |
| 3M | -29.3% | +13.0% | -42.3% | -32.6% |
| 6M | +6.9% | +11.2% | -4.4% | +2.7% |
| YTD | +25.6% | -6.6% | +32.2% | +26.7% |
| 1Y | +49.2% | -18.1% | +67.3% | +56.1% |
| 3Y | +128.4% | +42.1% | +86.4% | +108.1% |
| 5Y | -4.2% | +11.0% | -15.3% | -10.3% |
| All | +28.2% | +293.1% | -264.8% | -19.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling