+158.9%
SN vs POET
-21.9%
+180.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.1% | +8.2% | +4.2% |
| 7D | +10.6% | -16.4% | +27.1% | +11.3% |
| 30D | +20.0% | -37.5% | +57.5% | +21.8% |
| 3M | +30.4% | -43.1% | +73.4% | +32.6% |
| 6M | +91.0% | -31.4% | +122.3% | +88.7% |
| YTD | +95.9% | -22.9% | +118.8% | +78.1% |
| 1Y | +158.9% | -18.0% | +176.9% | +132.9% |
| All | +158.9% | -21.9% | +180.8% | +132.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling