+50.6%
POET vs SSNC
-3.0%
+53.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.2% | +9.2% | +7.6% |
| 7D | +5.6% | +0.6% | +5.0% | +5.9% |
| 30D | -2.1% | +6.0% | -8.1% | +0.4% |
| 3M | -48.8% | +21.0% | -69.8% | -42.7% |
| 6M | +15.8% | +12.1% | +3.7% | +35.8% |
| YTD | +25.1% | -3.2% | +28.4% | +64.8% |
| 1Y | +50.6% | -4.4% | +54.9% | +63.8% |
| All | +50.6% | -3.0% | +53.6% | +63.8% |
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