+102.4%
XLP vs POET
+31.1%
+71.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.6% | -1.1% |
| 7D | -2.9% | +9.7% | -12.6% | -3.0% |
| 30D | -2.2% | -6.5% | +4.3% | -2.2% |
| 3M | -0.6% | -25.7% | +25.2% | -0.4% |
| 6M | -2.2% | +19.6% | -21.8% | -3.5% |
| YTD | +8.3% | +26.4% | -18.1% | +6.6% |
| 1Y | +5.7% | +50.1% | -44.4% | +3.5% |
| 3Y | +25.7% | +127.9% | -102.3% | +19.9% |
| 5Y | +31.3% | -5.9% | +37.2% | +26.1% |
| All | +102.4% | +31.1% | +71.2% | +89.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling