-18.0%
POET vs ITOT
+14.7%
-32.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.7% | -11.3% |
| 7D | -16.4% | -0.7% | -15.8% | -13.8% |
| 30D | -37.5% | -1.1% | -36.4% | -33.7% |
| 3M | -43.1% | -0.8% | -42.2% | -39.8% |
| 6M | -31.4% | +7.0% | -38.3% | -42.2% |
| YTD | -22.9% | +13.3% | -36.2% | -47.5% |
| 1Y | -18.0% | +14.8% | -32.8% | -45.9% |
| All | -18.0% | +14.7% | -32.7% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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