+50.1%
POET vs SUI
-6.7%
+56.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.4% | -2.4% | -4.5% |
| 7D | +9.7% | -4.3% | +14.0% | +7.2% |
| 30D | -6.5% | -2.1% | -4.4% | -7.4% |
| 3M | -25.7% | -6.1% | -19.6% | -27.1% |
| 6M | +19.6% | -12.8% | +32.3% | +19.9% |
| YTD | +26.4% | -4.6% | +31.0% | +30.8% |
| 1Y | +50.1% | -7.7% | +57.8% | +41.1% |
| All | +50.1% | -6.7% | +56.8% | +41.1% |
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