-18.0%
POET vs SUI
+1.6%
-19.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.2% | -9.3% | -0.6% |
| 7D | -16.4% | +10.0% | -26.5% | -10.5% |
| 30D | -37.5% | +8.4% | -45.9% | -33.7% |
| 3M | -43.1% | +0.7% | -43.7% | -41.5% |
| 6M | -31.4% | -0.9% | -30.4% | -28.3% |
| YTD | -22.9% | +0.6% | -23.6% | -14.8% |
| 1Y | -18.0% | +0.8% | -18.8% | -10.9% |
| All | -18.0% | +1.6% | -19.6% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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