-6.5%
FXI vs POET
-6.5%
0.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.2% |
| 7D | -3.9% | +0.4% | -4.3% | -3.9% |
| 30D | -2.1% | -10.4% | +8.3% | -1.8% |
| 3M | -0.5% | -29.3% | +28.9% | +0.5% |
| 6M | -4.5% | +6.9% | -11.4% | -8.2% |
| YTD | -9.2% | +25.6% | -34.8% | -13.7% |
| 1Y | -13.8% | +49.2% | -62.9% | -19.6% |
| 3Y | +36.6% | +128.4% | -91.9% | +20.5% |
| All | -6.5% | -6.5% | 0.0% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling