+178.2%
SOUN vs POET
+120.8%
+57.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -1.2% |
| 7D | -7.1% | +0.4% | -7.5% | -7.3% |
| 30D | -15.4% | -10.4% | -5.0% | -13.9% |
| 3M | -10.6% | -29.3% | +18.8% | -5.7% |
| 6M | -19.6% | +6.9% | -26.5% | -32.6% |
| YTD | -37.2% | +25.6% | -62.8% | -49.8% |
| 1Y | -57.1% | +49.2% | -106.2% | -67.6% |
| 3Y | +178.2% | +128.4% | +49.8% | +34.5% |
| All | +178.2% | +120.8% | +57.4% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling