+1,141.9%
INTU vs POET
-20.0%
+1,161.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.2% | -1.5% |
| 7D | -8.5% | +9.7% | -18.2% | -8.7% |
| 30D | -6.1% | -6.5% | +0.4% | -6.1% |
| 3M | +7.3% | -25.7% | +33.1% | +7.7% |
| 6M | -33.2% | +19.6% | -52.8% | -34.7% |
| YTD | -52.2% | +26.4% | -78.5% | -53.4% |
| 1Y | -52.7% | +50.1% | -102.8% | -54.4% |
| 3Y | -41.6% | +127.9% | -169.5% | -45.8% |
| 5Y | -42.6% | -5.9% | -36.8% | -46.3% |
| 10Y | +211.0% | +31.1% | +179.9% | +182.0% |
| All | +1,141.9% | -20.0% | +1,161.9% | +1,061.5% |
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