+352.1%
IDXX vs POET
+30.3%
+321.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -0.5% |
| 7D | -5.7% | +0.4% | -6.1% | -5.8% |
| 30D | -11.5% | -10.4% | -1.2% | -11.3% |
| 3M | -9.5% | -29.3% | +19.8% | -8.9% |
| 6M | -16.0% | +6.9% | -22.8% | -18.6% |
| YTD | -25.4% | +25.6% | -51.0% | -28.5% |
| 1Y | -21.8% | +49.2% | -70.9% | -26.1% |
| 3Y | +7.0% | +128.4% | -121.4% | -4.1% |
| 5Y | -26.0% | -4.2% | -21.7% | -32.8% |
| All | +352.1% | +30.3% | +321.8% | +299.1% |
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