-20.0%
POET vs SONY
+197.6%
-217.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.7% |
| 7D | +9.7% | -4.9% | +14.6% | +10.6% |
| 30D | -6.5% | -1.6% | -4.9% | -6.4% |
| 3M | -25.7% | +10.0% | -35.7% | -27.4% |
| 6M | +19.6% | +8.4% | +11.2% | +17.4% |
| YTD | +26.4% | -8.4% | +34.8% | +27.6% |
| 1Y | +50.1% | -18.4% | +68.4% | +54.4% |
| 3Y | +127.9% | +41.0% | +87.0% | +116.0% |
| 5Y | -5.9% | +9.3% | -15.2% | -8.8% |
| 10Y | +31.1% | +281.7% | -250.5% | +9.9% |
| All | -20.0% | +197.6% | -217.6% | -44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling