-6.9%
IDXX vs POET
-29.8%
+22.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -12.7% | +8.7% | -4.2% |
| 7D | +16.4% | -24.7% | +41.2% | +16.0% |
| 30D | +30.1% | -44.7% | +74.9% | +29.4% |
| 3M | +14.7% | -47.3% | +62.0% | +14.0% |
| 6M | +19.1% | -53.7% | +72.9% | +18.2% |
| YTD | -0.9% | -32.7% | +31.8% | -4.1% |
| 1Y | -6.9% | -29.5% | +22.6% | -10.4% |
| All | -6.9% | -29.8% | +22.9% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling