+49.2%
POET vs XLRE
+7.1%
+42.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.4% |
| 7D | +0.4% | -1.2% | +1.5% | +0.6% |
| 30D | -10.4% | -2.4% | -8.0% | -10.0% |
| 3M | -29.3% | -2.5% | -26.8% | -29.8% |
| 6M | +6.9% | +4.0% | +2.9% | -5.2% |
| YTD | +25.6% | +9.3% | +16.3% | +2.5% |
| 1Y | +49.2% | +5.6% | +43.6% | +23.3% |
| All | +49.2% | +7.1% | +42.0% | +23.3% |
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