+118.4%
POET vs IRM
+98.2%
+20.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.0% | -3.0% | -3.0% |
| 7D | +3.7% | -1.8% | +5.5% | +5.8% |
| 30D | -11.5% | -7.8% | -3.8% | -3.6% |
| 3M | -30.8% | -7.9% | -22.9% | -25.1% |
| 6M | +8.6% | +6.3% | +2.2% | +7.6% |
| YTD | +20.1% | +38.2% | -18.1% | -6.5% |
| 1Y | +35.7% | +19.8% | +15.9% | +19.9% |
| All | +118.4% | +98.2% | +20.2% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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