-20.8%
POET vs IBB
+764.3%
-785.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.9% | +8.9% | +8.5% |
| 7D | +5.6% | +1.4% | +4.2% | +4.8% |
| 30D | -2.1% | +10.5% | -12.6% | -7.0% |
| 3M | -48.8% | +23.6% | -72.5% | -54.0% |
| 6M | +15.8% | +22.6% | -6.8% | +5.2% |
| YTD | +25.1% | +25.7% | -0.6% | +12.3% |
| 1Y | +50.6% | +51.4% | -0.8% | +24.3% |
| 3Y | +107.9% | +64.4% | +43.5% | +67.1% |
| 5Y | -11.0% | +22.1% | -33.2% | -20.3% |
| 10Y | +25.7% | +132.5% | -106.8% | -12.0% |
| All | -20.8% | +764.3% | -785.1% | -63.0% |
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