+950.1%
EXPE vs POET
-20.0%
+970.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | -0.6% |
| 7D | -11.5% | +9.7% | -21.3% | -11.7% |
| 30D | -13.1% | -6.5% | -6.5% | -13.0% |
| 3M | +18.1% | -25.7% | +43.9% | +18.5% |
| 6M | +13.3% | +19.6% | -6.3% | +10.8% |
| YTD | -3.2% | +26.4% | -29.6% | -5.6% |
| 1Y | +26.1% | +50.1% | -23.9% | +21.9% |
| 3Y | +151.7% | +127.9% | +23.8% | +134.9% |
| 5Y | +88.3% | -5.9% | +94.2% | +77.3% |
| 10Y | +158.0% | +31.1% | +126.9% | +136.0% |
| All | +950.1% | -20.0% | +970.1% | +1,135.8% |
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