+120.4%
POET vs SUI
+118.5%
+2.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | -1.5% | +20.5% | +19.4% |
| 7D | -2.5% | +6.2% | -8.7% | -4.5% |
| 30D | -31.7% | +8.6% | -40.3% | -33.9% |
| 3M | -40.6% | +1.0% | -41.6% | -41.2% |
| 6M | -47.8% | -2.6% | -45.2% | -48.4% |
| YTD | -19.9% | -0.1% | -19.8% | -21.0% |
| 1Y | -4.7% | +0.5% | -5.2% | -6.3% |
| 3Y | +275.6% | +15.3% | +260.3% | +244.9% |
| 5Y | -38.2% | -26.1% | -12.0% | -34.1% |
| All | +120.4% | +118.5% | +2.0% | +50.3% |
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