+22.6%
POET vs EXR
+149.6%
-127.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -5.2% |
| 7D | +3.7% | -3.2% | +6.9% | +4.8% |
| 30D | -11.5% | -6.9% | -4.6% | -9.5% |
| 3M | -30.8% | -7.8% | -23.0% | -29.5% |
| 6M | +8.6% | -4.9% | +13.4% | +9.8% |
| YTD | +20.1% | +7.2% | +12.9% | +16.7% |
| 1Y | +35.7% | -1.5% | +37.2% | +35.6% |
| 3Y | +116.5% | +22.3% | +94.3% | +102.1% |
| 5Y | -8.4% | -10.9% | +2.5% | -9.6% |
| All | +22.6% | +149.6% | -127.0% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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