+250.1%
SYF vs POET
+30.3%
+219.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.4% |
| 7D | -4.9% | +0.4% | -5.3% | -5.0% |
| 30D | -4.3% | -10.4% | +6.1% | -3.8% |
| 3M | +5.5% | -29.3% | +34.8% | +7.0% |
| 6M | +17.5% | +6.9% | +10.7% | +11.0% |
| YTD | -7.8% | +25.6% | -33.4% | -14.4% |
| 1Y | +1.6% | +49.2% | -47.5% | -8.0% |
| 3Y | +154.8% | +128.4% | +26.4% | +107.0% |
| 5Y | +79.5% | -4.2% | +83.7% | +50.8% |
| All | +250.1% | +30.3% | +219.8% | +170.4% |
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