-37.2%
POET vs EXR
-2.2%
-35.1%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.6% | -6.2% | -6.6% |
| 7D | +22.3% | -1.2% | +23.5% | +22.8% |
| 30D | -17.6% | +18.3% | -35.9% | -22.4% |
| 3M | -41.3% | +9.1% | -50.3% | -43.2% |
| 6M | -62.1% | +11.7% | -73.8% | -64.0% |
| YTD | -17.7% | +25.7% | -43.4% | -24.9% |
| 1Y | +3.2% | +24.9% | -21.7% | -5.8% |
| 3Y | +294.7% | +51.4% | +243.2% | +246.0% |
| 5Y | -37.2% | -1.9% | -35.3% | -44.5% |
| All | -37.2% | -2.2% | -35.1% | -44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling