+50.6%
POET vs INDA
-5.0%
+55.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | 0.0% | +8.1% | +8.1% |
| 7D | +5.6% | +0.7% | +4.9% | +4.6% |
| 30D | -2.1% | -0.8% | -1.3% | -0.9% |
| 3M | -48.8% | +3.9% | -52.8% | -50.5% |
| 6M | +15.8% | -0.7% | +16.5% | +6.5% |
| YTD | +25.1% | -7.7% | +32.8% | +16.7% |
| 1Y | +50.6% | -5.1% | +55.7% | +53.5% |
| All | +50.6% | -5.0% | +55.6% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling