+156.5%
POET vs INVH
+75.4%
+81.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.6% |
| 7D | +0.4% | -3.0% | +3.4% | +1.4% |
| 30D | -10.4% | -7.5% | -2.9% | -8.1% |
| 3M | -29.3% | -5.5% | -23.8% | -28.4% |
| 6M | +6.9% | +11.7% | -4.9% | +1.1% |
| YTD | +25.6% | +1.3% | +24.3% | +22.9% |
| 1Y | +49.2% | -6.1% | +55.2% | +50.0% |
| 3Y | +128.4% | -9.8% | +138.2% | +133.4% |
| 5Y | -4.2% | -19.7% | +15.5% | 0.0% |
| All | +156.5% | +75.4% | +81.1% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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