-2.2%
POET vs SUI
-32.1%
+29.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.2% |
| 7D | +17.0% | -3.1% | +20.2% | +17.7% |
| 30D | -6.7% | -2.3% | -4.4% | -6.3% |
| 3M | -32.3% | -2.8% | -29.5% | -32.4% |
| 6M | +32.3% | -12.4% | +44.7% | +36.3% |
| YTD | +31.3% | -3.3% | +34.6% | +31.9% |
| 1Y | +55.3% | -5.8% | +61.1% | +56.6% |
| 3Y | +136.8% | +12.5% | +124.3% | +125.9% |
| 5Y | -2.2% | -32.9% | +30.6% | +14.9% |
| All | -2.2% | -32.1% | +29.9% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling