+27.1%
XLP vs POET
+130.8%
-103.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.6% | -0.7% |
| 7D | -1.4% | +17.0% | -18.5% | -1.5% |
| 30D | -1.3% | -6.7% | +5.4% | -1.3% |
| 3M | +1.8% | -32.3% | +34.2% | +2.0% |
| 6M | -0.8% | +32.3% | -33.1% | -1.5% |
| YTD | +9.5% | +31.3% | -21.8% | +8.7% |
| 1Y | +7.2% | +55.3% | -48.2% | +6.1% |
| 3Y | +27.1% | +136.8% | -109.6% | +21.9% |
| All | +27.1% | +130.8% | -103.7% | +21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling