+954.9%
IGV vs POET
-24.0%
+978.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.5% |
| 7D | -5.4% | +3.7% | -9.1% | -5.5% |
| 30D | -2.6% | -11.5% | +8.9% | -2.3% |
| 3M | +10.5% | -30.8% | +41.3% | +11.4% |
| 6M | +18.2% | +8.6% | +9.6% | +15.6% |
| YTD | -4.2% | +20.1% | -24.3% | -6.8% |
| 1Y | -9.8% | +35.7% | -45.5% | -13.0% |
| 3Y | +39.1% | +116.5% | -77.4% | +28.8% |
| 5Y | +21.2% | -8.4% | +29.6% | +13.3% |
| 10Y | +361.5% | +24.6% | +336.9% | +315.1% |
| All | +954.9% | -24.0% | +978.9% | +855.6% |
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