+52.6%
IQV vs POET
+14.2%
+38.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.8% |
| 7D | -2.2% | +0.4% | -2.6% | -2.2% |
| 30D | +8.3% | -10.4% | +18.7% | +8.3% |
| 3M | +44.6% | -29.3% | +73.9% | +45.4% |
| 6M | +52.6% | +6.9% | +45.7% | +49.6% |
| All | +52.6% | +14.2% | +38.3% | +49.6% |
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