+618.0%
INTC vs POET
-24.0%
+642.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.0% | -0.6% | -5.4% |
| 7D | +9.4% | +3.7% | +5.8% | +9.3% |
| 30D | +2.7% | -11.5% | +14.2% | +3.2% |
| 3M | -6.3% | -30.8% | +24.5% | -4.8% |
| 6M | +114.5% | +8.6% | +105.9% | +111.1% |
| YTD | +171.9% | +20.1% | +151.8% | +166.4% |
| 1Y | +305.0% | +35.7% | +269.3% | +293.4% |
| 3Y | +168.3% | +116.5% | +51.8% | +151.0% |
| 5Y | +102.3% | -8.4% | +110.7% | +90.9% |
| 10Y | +249.4% | +24.6% | +224.8% | +218.0% |
| All | +618.0% | -24.0% | +642.0% | +542.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling