-18.0%
POET vs SSNC
-3.9%
-14.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -5.1% |
| 7D | -16.4% | -1.1% | -15.3% | -17.0% |
| 30D | -37.5% | +0.6% | -38.1% | -36.9% |
| 3M | -43.1% | -1.5% | -41.6% | -43.2% |
| 6M | -31.4% | +15.8% | -47.2% | -20.8% |
| YTD | -22.9% | -8.0% | -15.0% | +1.8% |
| 1Y | -18.0% | -5.8% | -12.2% | +0.7% |
| All | -18.0% | -3.9% | -14.0% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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