+207.8%
POET vs SSNC
+1,037.0%
-829.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.8% | +8.7% | +5.9% |
| 7D | +17.0% | -1.8% | +18.8% | +17.5% |
| 30D | -6.7% | +1.9% | -8.6% | -7.4% |
| 3M | -32.3% | +18.4% | -50.7% | -36.1% |
| 6M | +32.3% | +7.0% | +25.4% | +27.2% |
| YTD | +31.3% | -6.9% | +38.2% | +31.3% |
| 1Y | +55.3% | -8.2% | +63.5% | +56.4% |
| 3Y | +136.8% | +50.5% | +86.2% | +107.2% |
| 5Y | -2.2% | +17.4% | -19.6% | -10.0% |
| 10Y | +34.0% | +164.9% | -130.9% | -1.6% |
| All | +207.8% | +1,037.0% | -829.2% | +56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling