-49.3%
POET vs SUI
+1,631.7%
-1,681.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | -1.5% | +20.5% | +19.2% |
| 7D | -2.5% | +6.2% | -8.7% | -3.5% |
| 30D | -31.7% | +8.6% | -40.3% | -32.8% |
| 3M | -40.6% | +1.0% | -41.6% | -40.9% |
| 6M | -47.8% | -2.6% | -45.2% | -48.1% |
| YTD | -19.9% | -0.1% | -19.8% | -20.4% |
| 1Y | -4.7% | +0.5% | -5.2% | -5.5% |
| 3Y | +275.6% | +15.3% | +260.3% | +262.4% |
| 5Y | -38.2% | -26.1% | -12.0% | -36.8% |
| 10Y | +111.2% | +117.8% | -6.6% | +93.4% |
| All | -49.3% | +1,631.7% | -1,681.0% | -53.0% |
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