+260.6%
SNDU vs POET
+3.5%
+257.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +8.0% | +15.6% | +20.3% |
| 7D | +35.2% | +5.6% | +29.6% | +32.7% |
| 30D | +50.8% | -2.1% | +52.9% | +53.0% |
| 3M | -43.2% | -48.8% | +5.7% | -31.7% |
| All | +260.6% | +3.5% | +257.1% | +230.4% |
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 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 · Available span rolling