+60.0%
IVZ vs POET
-4.8%
+64.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +3.0% | -0.5% |
| 7D | +1.2% | +9.7% | -8.6% | +0.5% |
| 30D | +1.8% | -6.5% | +8.3% | +2.1% |
| 3M | +15.7% | -25.7% | +41.5% | +17.1% |
| 6M | +36.3% | +19.6% | +16.8% | +28.2% |
| YTD | +24.9% | +26.4% | -1.4% | +16.4% |
| 1Y | +48.9% | +50.1% | -1.2% | +35.7% |
| 3Y | +136.8% | +127.9% | +8.9% | +102.5% |
| 5Y | +60.0% | -5.9% | +65.8% | +48.1% |
| All | +60.0% | -4.8% | +64.7% | +48.1% |
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