-54.8%
ILMN vs POET
-11.6%
-43.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -1.6% |
| 7D | -9.2% | +3.7% | -12.9% | -9.4% |
| 30D | +4.4% | -11.5% | +15.9% | +4.8% |
| 3M | +23.9% | -30.8% | +54.7% | +25.1% |
| 6M | +64.5% | +8.6% | +55.9% | +58.9% |
| YTD | +53.5% | +20.1% | +33.4% | +46.9% |
| 1Y | +110.8% | +35.7% | +75.1% | +98.5% |
| 3Y | +30.7% | +116.5% | -85.9% | +11.7% |
| 5Y | -54.8% | -8.4% | -46.4% | -60.1% |
| All | -54.8% | -11.6% | -43.2% | -60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling