+37.0%
IVZ vs POET
-40.3%
+77.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +2.5% |
| 7D | +7.6% | +1.2% | +6.4% | +7.5% |
| 30D | +4.3% | -12.2% | +16.5% | +4.9% |
| 3M | -9.3% | -42.4% | +33.1% | -6.6% |
| 6M | +5.2% | -64.3% | +69.5% | +9.6% |
| YTD | +13.4% | -19.0% | +32.4% | +8.7% |
| 1Y | +25.4% | +9.1% | +16.2% | +17.5% |
| 3Y | +152.5% | +297.7% | -145.2% | +107.3% |
| All | +37.0% | -40.3% | +77.3% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling