+136.8%
POET vs IBB
+64.8%
+71.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +7.2% |
| 7D | +17.0% | -1.7% | +18.7% | +18.9% |
| 30D | -6.7% | +4.9% | -11.6% | -12.2% |
| 3M | -32.3% | +24.2% | -56.6% | -48.0% |
| 6M | +32.3% | +23.8% | +8.5% | +3.4% |
| YTD | +31.3% | +23.0% | +8.3% | +3.1% |
| 1Y | +55.3% | +46.2% | +9.2% | +2.2% |
| 3Y | +136.8% | +64.8% | +71.9% | +68.2% |
| All | +136.8% | +64.8% | +71.9% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling