+155.8%
EXC vs POET
+30.3%
+125.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.6% |
| 7D | -1.1% | +0.4% | -1.5% | -1.1% |
| 30D | -3.6% | -10.4% | +6.7% | -3.5% |
| 3M | -4.3% | -29.3% | +25.1% | -3.8% |
| 6M | -9.9% | +6.9% | -16.8% | -11.9% |
| YTD | +1.8% | +25.6% | -23.8% | -1.1% |
| 1Y | +2.9% | +49.2% | -46.3% | -1.1% |
| 3Y | +19.1% | +128.4% | -109.3% | +8.3% |
| 5Y | +44.8% | -4.2% | +49.1% | +33.9% |
| All | +155.8% | +30.3% | +125.5% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling