+42.0%
SOFI vs POET
+22.3%
+19.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | 0.0% |
| 7D | -4.9% | +0.4% | -5.3% | -5.0% |
| 30D | -3.5% | -10.4% | +6.9% | -2.2% |
| 3M | +3.9% | -29.3% | +33.2% | +7.3% |
| 6M | -6.5% | +6.9% | -13.4% | -15.4% |
| YTD | -33.8% | +25.6% | -59.4% | -41.9% |
| 1Y | -33.3% | +49.2% | -82.4% | -43.7% |
| 3Y | +94.6% | +128.4% | -33.8% | +39.8% |
| 5Y | +13.3% | -4.2% | +17.5% | -12.4% |
| All | +42.0% | +22.3% | +19.7% | +33.9% |
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 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