+7.3%
IT vs POET
+13.3%
-6.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.4% |
| 7D | -12.7% | +3.7% | -16.4% | -12.6% |
| 30D | -8.9% | -11.5% | +2.6% | -9.0% |
| 3M | +10.1% | -30.8% | +40.9% | +10.1% |
| 6M | +7.3% | +8.6% | -1.3% | +4.0% |
| All | +7.3% | +13.3% | -6.0% | +4.0% |
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