+107.9%
ILMN vs POET
+40.7%
+67.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +2.5% |
| 7D | -5.4% | +0.4% | -5.8% | -5.4% |
| 30D | +7.0% | -10.4% | +17.4% | +7.2% |
| 3M | +24.2% | -29.3% | +53.5% | +24.5% |
| 6M | +69.9% | +6.9% | +63.1% | +69.8% |
| YTD | +57.4% | +25.6% | +31.8% | +57.7% |
| 1Y | +107.9% | +49.2% | +58.7% | +113.2% |
| All | +107.9% | +40.7% | +67.2% | +113.2% |
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