+73.0%
IBM vs POET
+111.1%
-38.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.0% | +2.5% | -2.4% |
| 7D | -0.3% | +3.7% | -4.0% | -0.4% |
| 30D | -1.8% | -11.5% | +9.7% | -1.6% |
| 3M | -13.5% | -30.8% | +17.3% | -12.9% |
| 6M | -5.1% | +8.6% | -13.7% | -7.8% |
| YTD | -19.4% | +20.1% | -39.4% | -22.2% |
| 1Y | -6.5% | +35.7% | -42.2% | -10.6% |
| All | +73.0% | +111.1% | -38.1% | +59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling