+248.8%
XLF vs POET
+30.3%
+218.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.5% |
| 7D | -1.5% | +0.4% | -1.8% | -1.5% |
| 30D | -1.2% | -10.4% | +9.2% | -0.9% |
| 3M | +9.2% | -29.3% | +38.5% | +10.0% |
| 6M | +16.3% | +6.9% | +9.5% | +12.5% |
| YTD | +5.4% | +25.6% | -20.2% | +1.0% |
| 1Y | +7.6% | +49.2% | -41.6% | +1.5% |
| 3Y | +74.2% | +128.4% | -54.2% | +54.1% |
| 5Y | +66.1% | -4.2% | +70.4% | +49.9% |
| All | +248.8% | +30.3% | +218.5% | +196.4% |
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