+120.4%
POET vs EXPD
+329.8%
-209.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.6% |
| 7D | -0.4% | -7.4% | +7.0% | +1.9% |
| 30D | -27.3% | -2.1% | -25.2% | -26.7% |
| 3M | -40.8% | +5.7% | -46.5% | -41.6% |
| 6M | -53.7% | +21.4% | -75.1% | -56.2% |
| YTD | -19.9% | +27.6% | -47.5% | -25.7% |
| 1Y | -4.0% | +36.1% | -40.1% | -12.3% |
| 3Y | +284.1% | +69.9% | +214.2% | +225.2% |
| 5Y | -37.4% | +59.7% | -97.1% | -46.9% |
| 10Y | +120.4% | +323.0% | -202.6% | +111.5% |
| All | +120.4% | +329.8% | -209.4% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling