-5.9%
POET vs IBB
+20.0%
-25.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.0% |
| 7D | +9.7% | -3.9% | +13.6% | +13.0% |
| 30D | -6.5% | +2.7% | -9.3% | -8.9% |
| 3M | -25.7% | +21.4% | -47.1% | -37.0% |
| 6M | +19.6% | +20.1% | -0.5% | +3.2% |
| YTD | +26.4% | +21.9% | +4.5% | +7.9% |
| 1Y | +50.1% | +44.1% | +6.0% | +14.1% |
| 3Y | +127.9% | +63.4% | +64.6% | +62.6% |
| 5Y | -5.9% | +19.8% | -25.6% | -22.7% |
| All | -5.9% | +20.0% | -25.9% | -22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling