+113.8%
SYY vs POET
+30.3%
+83.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.9% |
| 7D | +3.9% | +0.4% | +3.6% | +3.9% |
| 30D | -1.7% | -10.4% | +8.6% | -1.5% |
| 3M | +5.2% | -29.3% | +34.5% | +5.9% |
| 6M | -0.2% | +6.9% | -7.1% | -3.4% |
| YTD | +15.4% | +25.6% | -10.2% | +10.6% |
| 1Y | +5.6% | +49.2% | -43.6% | -0.4% |
| 3Y | +28.9% | +128.4% | -99.6% | +12.6% |
| 5Y | +24.1% | -4.2% | +28.3% | +10.9% |
| All | +113.8% | +30.3% | +83.5% | +72.4% |
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