+521.6%
IQV vs POET
+69.1%
+452.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.6% |
| 7D | -2.2% | +0.4% | -2.6% | -2.3% |
| 30D | +8.3% | -10.4% | +18.7% | +8.6% |
| 3M | +44.6% | -29.3% | +73.9% | +45.7% |
| 6M | +52.6% | +6.9% | +45.7% | +47.4% |
| YTD | +16.1% | +25.6% | -9.5% | +11.1% |
| 1Y | +37.3% | +49.2% | -11.9% | +29.4% |
| 3Y | +21.6% | +128.4% | -106.9% | +7.3% |
| 5Y | +0.5% | -4.2% | +4.7% | -9.8% |
| 10Y | +239.7% | +30.3% | +209.3% | +183.9% |
| All | +521.6% | +69.1% | +452.5% | +408.6% |
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 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