-16.5%
SOUN vs POET
+20.5%
-37.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -1.1% |
| 7D | -7.1% | +0.4% | -7.5% | -7.3% |
| 30D | -15.4% | -10.4% | -5.0% | -14.1% |
| 3M | -10.6% | -29.3% | +18.8% | -6.2% |
| 6M | -19.6% | +6.9% | -26.5% | -30.8% |
| YTD | -37.2% | +25.6% | -62.8% | -48.1% |
| 1Y | -57.1% | +49.2% | -106.2% | -66.2% |
| 3Y | +178.2% | +128.4% | +49.8% | +85.1% |
| All | -16.5% | +20.5% | -37.0% | -20.9% |
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