+120.4%
POET vs SUI
+117.1%
+3.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.4% |
| 7D | -0.4% | +3.4% | -3.8% | -1.6% |
| 30D | -27.3% | +4.6% | -31.9% | -28.8% |
| 3M | -40.8% | +1.6% | -42.4% | -41.5% |
| 6M | -53.7% | -3.5% | -50.2% | -54.1% |
| YTD | -19.9% | -1.0% | -18.9% | -20.8% |
| 1Y | -4.0% | -1.7% | -2.2% | -4.9% |
| 3Y | +284.1% | +18.4% | +265.7% | +249.3% |
| 5Y | -37.4% | -26.3% | -11.1% | -33.3% |
| 10Y | +120.4% | +123.3% | -2.9% | +49.5% |
| All | +120.4% | +117.1% | +3.3% | +49.5% |
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