+118.4%
POET vs IBN
+25.1%
+93.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.7% |
| 7D | +3.7% | -5.5% | +9.2% | +6.1% |
| 30D | -11.5% | -3.4% | -8.1% | -10.3% |
| 3M | -30.8% | +8.7% | -39.5% | -33.3% |
| 6M | +8.6% | +3.7% | +4.9% | +5.7% |
| YTD | +20.1% | -2.4% | +22.4% | +18.9% |
| 1Y | +35.7% | -8.1% | +43.8% | +36.1% |
| All | +118.4% | +25.1% | +93.3% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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