+592.2%
XLI vs POET
-20.5%
+612.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.1% |
| 3M | -1.3% | -29.3% | +28.0% | -0.8% |
| 6M | +2.2% | +6.9% | -4.6% | +0.2% |
| YTD | +11.7% | +25.6% | -13.9% | +8.8% |
| 1Y | +14.3% | +49.2% | -34.9% | +10.3% |
| 3Y | +70.3% | +128.4% | -58.1% | +58.1% |
| 5Y | +82.3% | -4.2% | +86.5% | +70.8% |
| 10Y | +258.4% | +30.3% | +228.1% | +223.0% |
| All | +592.2% | -20.5% | +612.7% | +509.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling