+162.4%
EXPE vs POET
+120.8%
+41.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.4% |
| 7D | -5.8% | +0.4% | -6.2% | -5.8% |
| 30D | -13.6% | -10.4% | -3.2% | -13.5% |
| 3M | +25.2% | -29.3% | +54.5% | +25.5% |
| 6M | +22.3% | +6.9% | +15.5% | +20.2% |
| YTD | -0.3% | +25.6% | -25.9% | -2.8% |
| 1Y | +27.8% | +49.2% | -21.3% | +23.5% |
| 3Y | +162.4% | +128.4% | +34.0% | +148.5% |
| All | +162.4% | +120.8% | +41.6% | +148.5% |
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