+24.3%
ILMN vs POET
+30.3%
-6.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +2.4% |
| 7D | -5.4% | +0.4% | -5.8% | -5.4% |
| 30D | +7.0% | -10.4% | +17.4% | +7.4% |
| 3M | +24.2% | -29.3% | +53.5% | +25.4% |
| 6M | +69.9% | +6.9% | +63.1% | +64.2% |
| YTD | +57.4% | +25.6% | +31.8% | +50.3% |
| 1Y | +107.9% | +49.2% | +58.7% | +95.1% |
| 3Y | +37.1% | +128.4% | -91.3% | +19.3% |
| 5Y | -53.7% | -4.2% | -49.5% | -59.0% |
| All | +24.3% | +30.3% | -6.0% | +13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling