+326.7%
SYF vs POET
-37.0%
+363.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.1% | -1.4% |
| 7D | -1.3% | +9.7% | -11.1% | -1.9% |
| 30D | -1.1% | -6.5% | +5.5% | -0.8% |
| 3M | +7.4% | -25.7% | +33.1% | +8.5% |
| 6M | +16.2% | +19.6% | -3.4% | +9.4% |
| YTD | -6.1% | +26.4% | -32.5% | -12.4% |
| 1Y | +3.4% | +50.1% | -46.7% | -5.8% |
| 3Y | +162.9% | +127.9% | +34.9% | +116.6% |
| 5Y | +85.6% | -5.9% | +91.5% | +57.7% |
| 10Y | +262.7% | +31.1% | +231.6% | +184.3% |
| All | +326.7% | -37.0% | +363.7% | +236.5% |
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 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