+34.0%
POET vs SUI
+104.3%
-70.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.4% |
| 7D | +17.0% | -3.1% | +20.2% | +18.2% |
| 30D | -6.7% | -2.3% | -4.4% | -6.0% |
| 3M | -32.3% | -2.8% | -29.5% | -32.4% |
| 6M | +32.3% | -12.4% | +44.7% | +37.6% |
| YTD | +31.3% | -3.3% | +34.6% | +31.8% |
| 1Y | +55.3% | -5.8% | +61.1% | +56.8% |
| 3Y | +136.8% | +12.5% | +124.3% | +119.7% |
| 5Y | -2.2% | -32.9% | +30.6% | +8.6% |
| 10Y | +34.0% | +104.4% | -70.4% | +5.6% |
| All | +34.0% | +104.3% | -70.3% | +5.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling