+12.0%
XLB vs POET
+40.7%
-28.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.2% |
| 7D | -2.8% | +0.4% | -3.2% | -2.9% |
| 30D | -3.1% | -10.4% | +7.3% | -2.9% |
| 3M | -0.2% | -29.3% | +29.2% | +0.5% |
| 6M | +3.1% | +6.9% | -3.8% | -0.1% |
| YTD | +13.3% | +25.6% | -12.3% | +8.5% |
| 1Y | +12.0% | +49.2% | -37.1% | +7.5% |
| All | +12.0% | +40.7% | -28.7% | +7.5% |
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 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