+76.1%
XBI vs POET
+56.2%
+19.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.0% | -8.4% | -0.7% |
| 7D | +0.9% | +5.6% | -4.7% | +0.6% |
| 30D | +7.1% | -2.1% | +9.2% | +7.1% |
| 3M | +22.9% | -48.8% | +71.7% | +25.3% |
| 6M | +29.7% | +15.8% | +13.9% | +23.4% |
| YTD | +34.5% | +25.1% | +9.4% | +26.5% |
| 1Y | +76.1% | +50.6% | +25.5% | +67.3% |
| All | +76.1% | +56.2% | +19.8% | +67.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling