+289.1%
SN vs POET
+93.9%
+195.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.3% |
| 7D | -7.3% | +0.4% | -7.6% | -7.3% |
| 30D | -13.6% | -10.4% | -3.2% | -13.3% |
| 3M | +18.6% | -29.3% | +47.9% | +19.6% |
| 6M | +46.0% | +6.9% | +39.1% | +40.2% |
| YTD | +43.7% | +25.6% | +18.1% | +36.4% |
| 1Y | +39.2% | +49.2% | -10.0% | +29.8% |
| 3Y | +306.5% | +128.4% | +178.0% | +207.0% |
| All | +289.1% | +93.9% | +195.2% | +163.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling