+177.8%
XLE vs POET
+30.3%
+147.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.3% | +0.1% |
| 7D | +1.7% | +0.4% | +1.3% | +1.6% |
| 30D | +6.7% | -10.4% | +17.1% | +7.2% |
| 3M | +14.9% | -29.3% | +44.2% | +16.0% |
| 6M | +15.9% | +6.9% | +9.0% | +10.8% |
| YTD | +47.7% | +25.6% | +22.1% | +39.2% |
| 1Y | +50.7% | +49.2% | +1.6% | +39.1% |
| 3Y | +57.9% | +128.4% | -70.6% | +32.4% |
| 5Y | +227.0% | -4.2% | +231.2% | +182.7% |
| All | +177.8% | +30.3% | +147.5% | +122.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling