+123.4%
ILMN vs POET
+56.2%
+67.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +8.0% | -9.6% | -1.7% |
| 7D | +1.2% | +5.6% | -4.4% | +1.1% |
| 30D | +9.2% | -2.1% | +11.3% | +9.2% |
| 3M | +29.8% | -48.8% | +78.7% | +30.5% |
| 6M | +69.2% | +15.8% | +53.4% | +69.8% |
| YTD | +66.4% | +25.1% | +41.3% | +67.5% |
| 1Y | +123.4% | +50.6% | +72.8% | +135.4% |
| All | +123.4% | +56.2% | +67.2% | +135.4% |
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 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