+166.4%
IWM vs POET
+30.3%
+136.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.2% |
| 7D | -2.4% | +0.4% | -2.8% | -2.4% |
| 30D | -4.6% | -10.4% | +5.8% | -4.1% |
| 3M | -0.3% | -29.3% | +29.0% | +1.0% |
| 6M | +14.7% | +6.9% | +7.9% | +10.0% |
| YTD | +17.8% | +25.6% | -7.7% | +11.5% |
| 1Y | +21.2% | +49.2% | -27.9% | +12.6% |
| 3Y | +62.3% | +128.4% | -66.1% | +39.3% |
| 5Y | +38.7% | -4.2% | +42.9% | +21.5% |
| All | +166.4% | +30.3% | +136.0% | +125.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling