+686.9%
SEI vs POET
+245.7%
+441.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.6% | +0.5% | +4.6% |
| 7D | +22.6% | +0.4% | +22.2% | +22.6% |
| 30D | +9.1% | -10.4% | +19.5% | +10.5% |
| 3M | -11.3% | -29.3% | +18.0% | -8.0% |
| 6M | +22.0% | +6.9% | +15.2% | +14.3% |
| YTD | +47.3% | +25.6% | +21.7% | +35.0% |
| 1Y | +124.8% | +49.2% | +75.6% | +100.5% |
| 3Y | +591.3% | +128.4% | +462.8% | +439.8% |
| 5Y | +1,008.2% | -4.2% | +1,012.4% | +802.4% |
| All | +686.9% | +245.7% | +441.3% | +450.5% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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