+1,199.1%
SPXL vs POET
+30.3%
+1,168.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +1.9% |
| 7D | -2.5% | +0.4% | -2.9% | -2.6% |
| 30D | -4.2% | -10.4% | +6.1% | -3.3% |
| 3M | +8.1% | -29.3% | +37.4% | +11.3% |
| 6M | +35.6% | +6.9% | +28.8% | +25.1% |
| YTD | +28.8% | +25.6% | +3.2% | +15.7% |
| 1Y | +39.8% | +49.2% | -9.3% | +20.8% |
| 3Y | +221.4% | +128.4% | +92.9% | +139.1% |
| 5Y | +146.9% | -4.2% | +151.1% | +93.0% |
| All | +1,199.1% | +30.3% | +1,168.7% | +815.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling