+28.2%
POET vs IOVA
+9.7%
+18.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.7% | -1.0% | +3.9% |
| 7D | +0.4% | -2.2% | +2.5% | +0.7% |
| 30D | -10.4% | +27.6% | -38.0% | -13.1% |
| 3M | -29.3% | +117.2% | -146.5% | -36.5% |
| 6M | +6.9% | +77.7% | -70.8% | -2.7% |
| YTD | +25.6% | +215.0% | -189.4% | +5.2% |
| 1Y | +49.2% | +255.4% | -206.2% | +21.9% |
| 3Y | +128.4% | +42.6% | +85.8% | +88.7% |
| 5Y | -4.2% | -62.2% | +58.0% | -14.5% |
| All | +28.2% | +9.7% | +18.5% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling