+220.0%
POET vs INDA
+109.8%
+110.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.9% | -3.3% |
| 7D | +9.7% | -2.6% | +12.3% | +11.1% |
| 30D | -6.5% | -2.9% | -3.6% | -5.2% |
| 3M | -25.7% | +2.4% | -28.1% | -26.2% |
| 6M | +19.6% | -2.6% | +22.2% | +22.2% |
| YTD | +26.4% | -10.0% | +36.3% | +33.5% |
| 1Y | +50.1% | -7.7% | +57.8% | +56.7% |
| 3Y | +127.9% | +8.9% | +119.0% | +123.8% |
| 5Y | -5.9% | +6.0% | -11.9% | -6.7% |
| 10Y | +31.1% | +84.4% | -53.2% | +3.6% |
| All | +220.0% | +109.8% | +110.2% | +159.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling