+34.0%
XHB vs POET
-6.5%
+40.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.4% |
| 7D | -4.6% | +0.4% | -5.0% | -4.7% |
| 30D | -9.1% | -10.4% | +1.2% | -8.8% |
| 3M | -8.6% | -29.3% | +20.8% | -7.8% |
| 6M | -4.0% | +6.9% | -10.9% | -7.0% |
| YTD | -3.9% | +25.6% | -29.5% | -7.9% |
| 1Y | -16.5% | +49.2% | -65.6% | -21.1% |
| 3Y | +22.6% | +128.4% | -105.9% | +9.3% |
| All | +34.0% | -6.5% | +40.5% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling