+74.2%
XLF vs POET
+120.8%
-46.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.6% |
| 7D | -1.5% | +0.4% | -1.8% | -1.5% |
| 30D | -1.2% | -10.4% | +9.2% | -1.0% |
| 3M | +9.2% | -29.3% | +38.5% | +9.6% |
| 6M | +16.3% | +6.9% | +9.5% | +13.9% |
| YTD | +5.4% | +25.6% | -20.2% | +2.6% |
| 1Y | +7.6% | +49.2% | -41.6% | +3.8% |
| 3Y | +74.2% | +128.4% | -54.2% | +66.0% |
| All | +74.2% | +120.8% | -46.6% | +66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling