+81.8%
XLI vs POET
-6.5%
+88.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.9% |
| 7D | -1.7% | +0.4% | -2.0% | -1.7% |
| 30D | -7.3% | -10.4% | +3.1% | -7.0% |
| 3M | -1.3% | -29.3% | +28.0% | -0.6% |
| 6M | +2.2% | +6.9% | -4.6% | -0.7% |
| YTD | +11.7% | +25.6% | -13.9% | +7.5% |
| 1Y | +14.3% | +49.2% | -34.9% | +8.6% |
| 3Y | +70.3% | +128.4% | -58.1% | +56.2% |
| All | +81.8% | -6.5% | +88.3% | +67.7% |
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