+29.5%
XLB vs POET
-21.9%
+51.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.1% | +6.6% | +2.6% |
| 7D | +3.9% | -16.4% | +20.4% | +4.4% |
| 30D | +8.9% | -37.5% | +46.4% | +10.2% |
| 3M | +4.1% | -43.1% | +47.2% | +5.5% |
| 6M | +7.3% | -31.4% | +38.7% | +7.2% |
| YTD | +20.4% | -22.9% | +43.3% | +16.4% |
| 1Y | +29.5% | -18.0% | +47.5% | +24.6% |
| All | +29.5% | -21.9% | +51.5% | +24.6% |
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