+226.0%
XLE vs POET
-11.6%
+237.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.4% |
| 7D | +0.5% | +3.7% | -3.2% | +0.4% |
| 30D | +6.6% | -11.5% | +18.1% | +6.8% |
| 3M | +12.3% | -30.8% | +43.1% | +13.0% |
| 6M | +18.4% | +8.6% | +9.8% | +15.0% |
| YTD | +47.2% | +20.1% | +27.2% | +42.0% |
| 1Y | +50.3% | +35.7% | +14.6% | +43.3% |
| 3Y | +55.3% | +116.5% | -61.2% | +42.1% |
| 5Y | +226.0% | -8.4% | +234.4% | +203.9% |
| All | +226.0% | -11.6% | +237.6% | +203.9% |
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