-7.5%
IGV vs POET
-21.9%
+14.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.1% |
| 7D | -7.5% | -16.4% | +9.0% | -6.5% |
| 30D | -5.6% | -37.5% | +31.9% | -3.3% |
| 3M | +1.5% | -43.1% | +44.6% | +4.3% |
| 6M | +17.1% | -31.4% | +48.5% | +16.4% |
| YTD | -2.0% | -22.9% | +20.9% | -9.4% |
| 1Y | -7.5% | -18.0% | +10.5% | -15.5% |
| All | -7.5% | -21.9% | +14.4% | -15.5% |
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