-28.2%
SOFI vs POET
+56.2%
-84.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +8.0% | -9.6% | -2.7% |
| 7D | +0.9% | +5.6% | -4.7% | +0.1% |
| 30D | -0.2% | -2.1% | +1.9% | 0.0% |
| 3M | +6.2% | -48.8% | +55.1% | +13.4% |
| 6M | -2.6% | +15.8% | -18.4% | -17.3% |
| YTD | -30.4% | +25.1% | -55.5% | -43.0% |
| 1Y | -28.2% | +50.6% | -78.8% | -38.9% |
| All | -28.2% | +56.2% | -84.4% | -38.9% |
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