+66.3%
IBIT vs POET
+724.7%
-658.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | 0.0% |
| 7D | +1.1% | +9.7% | -8.6% | +0.5% |
| 30D | +22.2% | -6.5% | +28.8% | +22.6% |
| 3M | +26.0% | -25.7% | +51.8% | +27.6% |
| 6M | +13.2% | +19.6% | -6.4% | +7.2% |
| YTD | -10.8% | +26.4% | -37.2% | -16.1% |
| 1Y | -29.9% | +50.1% | -80.0% | -34.8% |
| All | +66.3% | +724.7% | -658.4% | +69.4% |
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 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