+1,326.5%
IBKR vs POET
-20.5%
+1,347.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.6% | -2.4% | +2.0% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | -0.2% | -10.4% | +10.1% | +0.1% |
| 3M | +3.0% | -29.3% | +32.3% | +3.9% |
| 6M | +33.9% | +6.9% | +27.0% | +30.4% |
| YTD | +42.5% | +25.6% | +16.9% | +37.8% |
| 1Y | +44.9% | +49.2% | -4.3% | +38.7% |
| 3Y | +293.0% | +128.4% | +164.6% | +259.9% |
| 5Y | +497.7% | -4.2% | +501.9% | +453.4% |
| 10Y | +1,004.4% | +30.3% | +974.1% | +879.1% |
| All | +1,326.5% | -20.5% | +1,347.0% | +1,207.5% |
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