+175.5%
EXE vs POET
-32.7%
+208.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.4% |
| 7D | -2.2% | +3.7% | -5.9% | -2.3% |
| 30D | -0.8% | -11.5% | +10.7% | -0.5% |
| 3M | +10.0% | -30.8% | +40.8% | +11.0% |
| 6M | -6.3% | +8.6% | -14.9% | -9.7% |
| YTD | -10.7% | +20.1% | -30.7% | -14.7% |
| 1Y | +2.7% | +35.7% | -33.0% | -3.4% |
| 3Y | +19.1% | +116.5% | -97.4% | +3.4% |
| 5Y | +105.4% | -8.4% | +113.9% | +83.4% |
| All | +175.5% | -32.7% | +208.3% | +155.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling