+118.7%
POET vs IOVA
-91.7%
+210.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.9% | +5.0% |
| 7D | +17.0% | +5.1% | +12.0% | +16.9% |
| 30D | -6.7% | +37.2% | -44.0% | -7.7% |
| 3M | -32.3% | +117.5% | -149.8% | -34.2% |
| 6M | +32.3% | +69.6% | -37.3% | +29.3% |
| YTD | +31.3% | +218.7% | -187.4% | +25.4% |
| 1Y | +55.3% | +265.5% | -210.2% | +47.4% |
| 3Y | +136.8% | +46.2% | +90.5% | +126.1% |
| 5Y | -2.2% | -63.2% | +61.0% | -5.2% |
| 10Y | +34.0% | +6.1% | +27.9% | +26.7% |
| All | +118.7% | -91.7% | +210.4% | +113.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling