+103.2%
INTC vs POET
-6.5%
+109.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +2.1% |
| 7D | +7.5% | +0.4% | +7.1% | +7.4% |
| 30D | +2.0% | -10.4% | +12.3% | +3.1% |
| 3M | -12.0% | -29.3% | +17.3% | -9.1% |
| 6M | +114.5% | +6.9% | +107.7% | +106.4% |
| YTD | +179.0% | +25.6% | +153.4% | +164.4% |
| 1Y | +318.3% | +49.2% | +269.1% | +287.8% |
| 3Y | +171.2% | +128.4% | +42.8% | +143.7% |
| All | +103.2% | -6.5% | +109.7% | +85.2% |
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 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