-48.7%
POET vs IBB
+766.8%
-815.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | +1.2% | -0.5% | +1.7% | +1.6% |
| 30D | -12.2% | +4.6% | -16.7% | -13.5% |
| 3M | -42.4% | +6.8% | -49.2% | -44.1% |
| 6M | -64.3% | +23.1% | -87.4% | -67.6% |
| YTD | -19.0% | +26.0% | -45.0% | -26.9% |
| 1Y | +9.1% | +30.4% | -21.2% | -2.8% |
| 3Y | +297.7% | +85.4% | +212.2% | +207.6% |
| 5Y | -38.2% | +39.7% | -77.9% | -47.3% |
| 10Y | +123.0% | +127.1% | -4.0% | +57.8% |
| All | -48.7% | +766.8% | -815.5% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling