+128.4%
POET vs SPXS
-79.6%
+208.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.4% | +7.0% | +2.6% |
| 7D | +0.4% | +2.5% | -2.1% | +2.6% |
| 30D | -10.4% | +4.2% | -14.6% | -6.6% |
| 3M | -29.3% | -9.3% | -20.0% | -31.5% |
| 6M | +6.9% | -30.7% | +37.6% | -8.1% |
| YTD | +25.6% | -28.1% | +53.7% | +12.5% |
| 1Y | +49.2% | -35.1% | +84.2% | +29.5% |
| 3Y | +128.4% | -79.6% | +208.0% | +126.4% |
| All | +128.4% | -79.6% | +208.1% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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