+603.1%
XEL vs POET
-20.5%
+623.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | +0.1% |
| 7D | -0.3% | +0.4% | -0.7% | -0.3% |
| 30D | -3.9% | -10.4% | +6.4% | -3.8% |
| 3M | -2.8% | -29.3% | +26.5% | -2.5% |
| 6M | -5.4% | +6.9% | -12.2% | -6.4% |
| YTD | +3.8% | +25.6% | -21.8% | +2.3% |
| 1Y | +6.8% | +49.2% | -42.3% | +4.8% |
| 3Y | +45.6% | +128.4% | -82.9% | +39.3% |
| 5Y | +30.7% | -4.2% | +34.9% | +25.7% |
| 10Y | +151.7% | +30.3% | +121.4% | +135.0% |
| All | +603.1% | -20.5% | +623.6% | +504.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling