+69.7%
IWD vs POET
+111.1%
-41.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.2% |
| 7D | -2.3% | +3.7% | -6.0% | -2.4% |
| 30D | -1.8% | -11.5% | +9.7% | -1.5% |
| 3M | +8.0% | -30.8% | +38.8% | +8.7% |
| 6M | +17.0% | +8.6% | +8.4% | +14.5% |
| YTD | +21.3% | +20.1% | +1.2% | +18.1% |
| 1Y | +27.9% | +35.7% | -7.8% | +23.6% |
| All | +69.7% | +111.1% | -41.5% | +61.1% |
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 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