-59.8%
POET vs IRE
-93.7%
+33.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +12.1% | -1.9% | +6.2% |
| 7D | +14.5% | -15.1% | +29.7% | +17.4% |
| 30D | -12.8% | -71.4% | +58.6% | +20.6% |
| 3M | -34.9% | -81.2% | +46.2% | -1.1% |
| 6M | -59.8% | -93.7% | +34.0% | -12.5% |
| All | -59.8% | -93.7% | +33.9% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 6mo: compounded portfolio wealth divided by compounded IRE 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…
6mo analysis · Full analysis span regression · 6 months rolling