+129.9%
POET vs IOVA
+41.0%
+88.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.6% | -3.4% |
| 7D | +9.7% | -2.2% | +11.9% | +10.0% |
| 30D | -6.5% | +31.7% | -38.3% | -9.7% |
| 3M | -25.7% | +117.3% | -143.0% | -33.0% |
| 6M | +19.6% | +55.8% | -36.2% | +11.1% |
| YTD | +26.4% | +208.8% | -182.4% | +6.0% |
| 1Y | +50.1% | +255.7% | -205.6% | +22.8% |
| All | +129.9% | +41.0% | +88.9% | +87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling