-33.2%
INTU vs POET
+31.1%
-64.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.2% | -1.6% |
| 7D | -8.5% | +9.7% | -18.2% | -8.3% |
| 30D | -6.1% | -6.5% | +0.4% | -6.2% |
| 3M | +7.3% | -25.7% | +33.1% | +8.0% |
| 6M | -33.2% | +19.6% | -52.8% | -35.3% |
| All | -33.2% | +31.1% | -64.4% | -35.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling