+38.4%
IGV vs POET
+120.8%
-82.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.3% | +0.1% |
| 7D | -2.9% | +0.4% | -3.3% | -3.0% |
| 30D | -1.5% | -10.4% | +8.9% | -1.1% |
| 3M | +11.7% | -29.3% | +41.0% | +12.9% |
| 6M | +18.4% | +6.9% | +11.6% | +13.7% |
| YTD | -3.9% | +25.6% | -29.5% | -9.0% |
| 1Y | -9.7% | +49.2% | -58.8% | -15.8% |
| 3Y | +38.4% | +128.4% | -90.0% | +23.4% |
| All | +38.4% | +120.8% | -82.4% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling