+143.8%
IBM vs POET
+30.3%
+113.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.6% | -0.6% | +3.8% |
| 7D | +3.6% | +0.4% | +3.2% | +3.6% |
| 30D | +3.1% | -10.4% | +13.5% | +3.3% |
| 3M | -10.8% | -29.3% | +18.5% | -10.3% |
| 6M | -0.8% | +6.9% | -7.7% | -3.4% |
| YTD | -16.2% | +25.6% | -41.8% | -19.1% |
| 1Y | -2.9% | +49.2% | -52.0% | -7.2% |
| 3Y | +79.8% | +128.4% | -48.6% | +64.0% |
| 5Y | +124.9% | -4.2% | +129.1% | +107.7% |
| All | +143.8% | +30.3% | +113.5% | +113.8% |
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