+537.2%
XHB vs POET
-20.5%
+557.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.5% |
| 7D | -4.6% | +0.4% | -5.0% | -4.7% |
| 30D | -9.1% | -10.4% | +1.2% | -8.9% |
| 3M | -8.6% | -29.3% | +20.8% | -8.0% |
| 6M | -4.0% | +6.9% | -10.9% | -6.0% |
| YTD | -3.9% | +25.6% | -29.5% | -6.5% |
| 1Y | -16.5% | +49.2% | -65.6% | -19.5% |
| 3Y | +22.6% | +128.4% | -105.9% | +13.2% |
| 5Y | +33.9% | -4.2% | +38.2% | +24.8% |
| 10Y | +213.0% | +30.3% | +182.7% | +180.9% |
| All | +537.2% | -20.5% | +557.7% | +528.5% |
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