+49.2%
POET vs IOVA
+259.8%
-210.7%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.7% | -1.0% | +4.1% |
| 7D | +0.4% | -2.2% | +2.5% | +0.6% |
| 30D | -10.4% | +27.6% | -38.0% | -12.5% |
| 3M | -29.3% | +117.2% | -146.5% | -33.9% |
| 6M | +6.9% | +77.7% | -70.8% | +1.5% |
| YTD | +25.6% | +215.0% | -189.4% | +7.7% |
| 1Y | +49.2% | +255.4% | -206.2% | +38.4% |
| All | +49.2% | +259.8% | -210.7% | +38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling