-18.0%
POET vs XLRE
+14.1%
-32.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.3% | -7.4% | -3.8% |
| 7D | -16.4% | +7.1% | -23.5% | -16.1% |
| 30D | -37.5% | +10.9% | -48.5% | -37.6% |
| 3M | -43.1% | +0.7% | -43.8% | -42.9% |
| 6M | -31.4% | +4.1% | -35.5% | -33.0% |
| YTD | -22.9% | +14.5% | -37.4% | -39.0% |
| 1Y | -18.0% | +14.1% | -32.1% | -34.3% |
| All | -18.0% | +14.1% | -32.1% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 1y: compounded portfolio wealth divided by compounded XLRE 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…
1y analysis · Full analysis span regression · 6 months rolling