-40.2%
INTU vs POET
-6.5%
-33.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.6% | -1.8% | +2.7% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | -3.9% | -10.4% | +6.4% | -3.7% |
| 3M | +16.6% | -29.3% | +46.0% | +17.5% |
| 6M | -26.4% | +6.9% | -33.3% | -28.9% |
| YTD | -51.0% | +25.6% | -76.6% | -53.2% |
| 1Y | -50.8% | +49.2% | -99.9% | -53.8% |
| 3Y | -40.1% | +128.4% | -168.5% | -47.0% |
| All | -40.2% | -6.5% | -33.7% | -46.7% |
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