+212.6%
IEFA vs POET
+76.7%
+135.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.9% |
| 7D | -1.6% | +0.4% | -1.9% | -1.6% |
| 30D | -1.5% | -10.4% | +8.9% | -1.2% |
| 3M | +3.4% | -29.3% | +32.7% | +4.2% |
| 6M | +9.5% | +6.9% | +2.6% | +6.7% |
| YTD | +13.0% | +25.6% | -12.5% | +9.3% |
| 1Y | +18.0% | +49.2% | -31.1% | +12.6% |
| 3Y | +65.4% | +128.4% | -63.1% | +49.7% |
| 5Y | +51.6% | -4.2% | +55.8% | +39.0% |
| 10Y | +146.7% | +30.3% | +116.4% | +113.9% |
| All | +212.6% | +76.7% | +135.9% | +159.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling