+148.7%
XLK vs POET
-6.5%
+155.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | +1.0% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | -0.6% | -10.4% | +9.7% | 0.0% |
| 3M | +2.6% | -29.3% | +31.9% | +4.2% |
| 6M | +34.0% | +6.9% | +27.1% | +29.0% |
| YTD | +30.7% | +25.6% | +5.1% | +24.2% |
| 1Y | +39.2% | +49.2% | -10.0% | +29.9% |
| 3Y | +120.4% | +128.4% | -8.0% | +97.2% |
| All | +148.7% | -6.5% | +155.2% | +123.9% |
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