+31.1%
POET vs EXPD
+316.4%
-285.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -4.1% |
| 7D | +9.7% | +1.2% | +8.6% | +9.4% |
| 30D | -6.5% | +5.2% | -11.7% | -7.8% |
| 3M | -25.7% | +13.2% | -38.9% | -28.2% |
| 6M | +19.6% | +30.3% | -10.7% | +10.7% |
| YTD | +26.4% | +27.0% | -0.6% | +17.3% |
| 1Y | +50.1% | +57.3% | -7.2% | +31.4% |
| 3Y | +127.9% | +70.0% | +57.9% | +92.6% |
| 5Y | -5.9% | +61.6% | -67.5% | -20.7% |
| 10Y | +31.1% | +321.1% | -289.9% | +12.5% |
| All | +31.1% | +316.4% | -285.2% | +12.5% |
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