-20.8%
POET vs EXR
+1,655.9%
-1,676.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.2% | +9.3% | +8.2% |
| 7D | +5.6% | -2.6% | +8.2% | +5.8% |
| 30D | -2.1% | -7.2% | +5.1% | -1.4% |
| 3M | -48.8% | -3.5% | -45.3% | -48.8% |
| 6M | +15.8% | -5.3% | +21.1% | +16.2% |
| YTD | +25.1% | +9.4% | +15.8% | +24.0% |
| 1Y | +50.6% | +1.3% | +49.3% | +50.2% |
| 3Y | +107.9% | +22.4% | +85.5% | +105.0% |
| 5Y | -11.0% | -12.2% | +1.2% | -11.3% |
| 10Y | +25.7% | +148.6% | -122.9% | +23.8% |
| All | -20.8% | +1,655.9% | -1,676.7% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling