+20.7%
XLK vs POET
-21.9%
+42.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.4% |
| 7D | -7.6% | -16.4% | +8.8% | -5.9% |
| 30D | -12.2% | -37.5% | +25.4% | -8.1% |
| 3M | -5.5% | -43.1% | +37.6% | -0.4% |
| 6M | +9.2% | -31.4% | +40.5% | +11.9% |
| YTD | +23.0% | -22.9% | +45.9% | +17.4% |
| 1Y | +20.7% | -18.0% | +38.7% | +14.2% |
| All | +20.7% | -21.9% | +42.6% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling