-44.1%
POET vs SUI
+1,602.6%
-1,646.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.8% | +11.1% | +10.4% |
| 7D | +14.5% | -2.4% | +17.0% | +14.9% |
| 30D | -12.8% | +3.3% | -16.1% | -13.5% |
| 3M | -34.9% | +0.7% | -35.6% | -35.3% |
| 6M | -59.8% | -4.1% | -55.7% | -59.9% |
| YTD | -11.7% | -1.8% | -9.9% | -12.0% |
| 1Y | +5.7% | -4.1% | +9.7% | +5.6% |
| 3Y | +323.5% | +17.4% | +306.1% | +307.5% |
| 5Y | -31.0% | -27.0% | -4.0% | -29.3% |
| 10Y | +143.0% | +121.2% | +21.9% | +122.6% |
| All | -44.1% | +1,602.6% | -1,646.7% | -48.1% |
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