+93.9%
ILMN vs POET
-21.9%
+115.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | -4.7% |
| 7D | -21.6% | -16.4% | -5.1% | -21.0% |
| 30D | -22.9% | -37.5% | +14.7% | -21.8% |
| 3M | +11.6% | -43.1% | +54.6% | +13.2% |
| 6M | +62.5% | -31.4% | +93.9% | +63.6% |
| YTD | +72.7% | -22.9% | +95.6% | +73.2% |
| 1Y | +93.9% | -18.0% | +111.8% | +92.7% |
| All | +93.9% | -21.9% | +115.8% | +92.7% |
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