-20.8%
POET vs SUI
+1,602.1%
-1,622.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.3% | +8.4% | +8.1% |
| 7D | +5.6% | -2.8% | +8.4% | +6.1% |
| 30D | -2.1% | -1.2% | -0.9% | -1.9% |
| 3M | -48.8% | -1.7% | -47.1% | -48.9% |
| 6M | +15.8% | -10.5% | +26.3% | +17.6% |
| YTD | +25.1% | -1.8% | +27.0% | +25.2% |
| 1Y | +50.6% | -4.1% | +54.7% | +50.9% |
| 3Y | +107.9% | +11.3% | +96.6% | +102.0% |
| 5Y | -11.0% | -32.1% | +21.1% | -7.4% |
| 10Y | +25.7% | +110.4% | -84.7% | +16.0% |
| All | -20.8% | +1,602.1% | -1,622.9% | -26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling