-3.9%
IBM vs POET
+31.1%
-35.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.7% | +7.1% | +3.4% |
| 7D | +3.6% | +9.7% | -6.2% | +3.6% |
| 30D | +1.5% | -6.5% | +8.1% | +1.5% |
| 3M | -12.9% | -25.7% | +12.8% | -12.6% |
| 6M | -3.9% | +19.6% | -23.5% | -7.6% |
| All | -3.9% | +31.1% | -35.1% | -7.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling