+49.2%
POET vs IBB
+44.5%
+4.7%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.1% | +4.5% | +4.5% |
| 7D | +0.4% | -4.2% | +4.6% | +5.0% |
| 30D | -10.4% | +1.1% | -11.5% | -12.2% |
| 3M | -29.3% | +19.0% | -48.4% | -44.5% |
| 6M | +6.9% | +18.9% | -12.0% | -17.0% |
| YTD | +25.6% | +20.3% | +5.2% | -5.4% |
| 1Y | +49.2% | +41.5% | +7.7% | +4.0% |
| All | +49.2% | +44.5% | +4.7% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling