+30.7%
IVZ vs POET
-21.9%
+52.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.1% | +8.3% | +4.5% |
| 7D | +2.6% | -16.4% | +19.1% | +3.8% |
| 30D | -3.5% | -37.5% | +34.0% | -0.6% |
| 3M | -7.4% | -43.1% | +35.7% | -4.3% |
| 6M | +14.7% | -31.4% | +46.1% | +14.0% |
| YTD | +14.6% | -22.9% | +37.5% | +5.9% |
| 1Y | +30.7% | -18.0% | +48.7% | +20.0% |
| All | +30.7% | -21.9% | +52.6% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling