+265.2%
SU vs POET
+30.3%
+234.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.8% | -0.4% |
| 7D | +2.2% | +0.4% | +1.8% | +2.2% |
| 30D | +8.4% | -10.4% | +18.8% | +8.9% |
| 3M | +12.1% | -29.3% | +41.4% | +13.4% |
| 6M | +19.7% | +6.9% | +12.8% | +13.4% |
| YTD | +58.4% | +25.6% | +32.8% | +47.8% |
| 1Y | +67.2% | +49.2% | +18.1% | +52.1% |
| 3Y | +125.0% | +128.4% | -3.4% | +82.0% |
| 5Y | +355.1% | -4.2% | +359.3% | +282.8% |
| All | +265.2% | +30.3% | +234.8% | +179.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling