+436.5%
IWD vs POET
-20.0%
+456.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.2% | -0.5% |
| 7D | -1.2% | +9.7% | -10.9% | -1.4% |
| 30D | -1.6% | -6.5% | +4.9% | -1.5% |
| 3M | +7.0% | -25.7% | +32.7% | +7.4% |
| 6M | +17.0% | +19.6% | -2.6% | +14.5% |
| YTD | +21.6% | +26.4% | -4.8% | +18.7% |
| 1Y | +28.0% | +50.1% | -22.1% | +23.9% |
| 3Y | +70.6% | +127.9% | -57.4% | +59.1% |
| 5Y | +73.3% | -5.9% | +79.2% | +63.2% |
| 10Y | +200.5% | +31.1% | +169.4% | +172.4% |
| All | +436.5% | -20.0% | +456.5% | +382.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling