+275.6%
POET vs EXPD
+68.8%
+206.7%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | -2.3% | +21.3% | +19.8% |
| 7D | -2.5% | -7.2% | +4.7% | +0.2% |
| 30D | -31.7% | -3.3% | -28.4% | -30.7% |
| 3M | -40.6% | +3.4% | -44.0% | -41.0% |
| 6M | -47.8% | +22.7% | -70.5% | -51.1% |
| YTD | -19.9% | +24.5% | -44.4% | -26.2% |
| 1Y | -4.7% | +38.6% | -43.3% | -14.3% |
| 3Y | +275.6% | +71.5% | +204.1% | +206.2% |
| All | +275.6% | +68.8% | +206.7% | +206.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling