+367.2%
IAU vs POET
-20.5%
+387.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.5% |
| 7D | -2.0% | +0.4% | -2.4% | -2.0% |
| 30D | -1.5% | -10.4% | +8.8% | -1.5% |
| 3M | +3.3% | -29.3% | +32.6% | +3.5% |
| 6M | -16.2% | +6.9% | -23.1% | -16.7% |
| YTD | +0.7% | +25.6% | -24.9% | 0.0% |
| 1Y | +19.2% | +49.2% | -29.9% | +18.2% |
| 3Y | +124.4% | +128.4% | -4.0% | +120.6% |
| 5Y | +140.0% | -4.2% | +144.3% | +136.2% |
| 10Y | +218.9% | +30.3% | +188.6% | +211.5% |
| All | +367.2% | -20.5% | +387.7% | +304.9% |
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