+71.2%
SU vs POET
+56.2%
+15.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.0% | -8.7% | -0.8% |
| 7D | +3.6% | +5.6% | -2.0% | +3.5% |
| 30D | +7.9% | -2.1% | +10.0% | +7.8% |
| 3M | +3.5% | -48.8% | +52.3% | +4.8% |
| 6M | +19.0% | +15.8% | +3.2% | +15.8% |
| YTD | +55.0% | +25.1% | +29.8% | +50.2% |
| 1Y | +71.2% | +50.6% | +20.6% | +63.3% |
| All | +71.2% | +56.2% | +15.0% | +63.3% |
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