-45.2%
INTU vs POET
-21.9%
-23.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.1% | +7.6% | +3.4% |
| 7D | +8.7% | -16.4% | +25.1% | +8.3% |
| 30D | +25.9% | -37.5% | +63.4% | +24.9% |
| 3M | +10.7% | -43.1% | +53.8% | +9.8% |
| 6M | -11.6% | -31.4% | +19.8% | -13.3% |
| YTD | -45.4% | -22.9% | -22.5% | -46.9% |
| 1Y | -45.2% | -18.0% | -27.3% | -47.1% |
| All | -45.2% | -21.9% | -23.3% | -47.1% |
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 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