+18.0%
EXE vs POET
+120.8%
-102.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.7% | -2.2% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -0.9% | -10.4% | +9.5% | -0.7% |
| 3M | +9.6% | -29.3% | +38.9% | +10.3% |
| 6M | -11.6% | +6.9% | -18.5% | -14.2% |
| YTD | -12.6% | +25.6% | -38.2% | -16.0% |
| 1Y | +1.2% | +49.2% | -48.0% | -4.2% |
| 3Y | +18.0% | +128.4% | -110.4% | +9.0% |
| All | +18.0% | +120.8% | -102.8% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling