+137.4%
IVZ vs POET
+122.2%
+15.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +3.0% | -0.6% |
| 7D | +1.2% | +9.7% | -8.6% | +0.7% |
| 30D | +1.8% | -6.5% | +8.3% | +2.0% |
| 3M | +15.7% | -25.7% | +41.5% | +16.8% |
| 6M | +36.3% | +19.6% | +16.8% | +29.9% |
| YTD | +24.9% | +26.4% | -1.4% | +18.2% |
| 1Y | +48.9% | +50.1% | -1.2% | +38.7% |
| All | +137.4% | +122.2% | +15.2% | +121.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling