+397.8%
XLP vs POET
-20.8%
+418.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.0% | -8.8% | -0.9% |
| 7D | -1.0% | +5.6% | -6.6% | -1.1% |
| 30D | -0.9% | -2.1% | +1.2% | -0.9% |
| 3M | +3.8% | -48.8% | +52.6% | +4.4% |
| 6M | -1.7% | +15.8% | -17.5% | -2.8% |
| YTD | +10.3% | +25.1% | -14.9% | +8.9% |
| 1Y | +7.8% | +50.6% | -42.8% | +5.9% |
| 3Y | +27.2% | +107.9% | -80.7% | +22.5% |
| 5Y | +32.5% | -11.0% | +43.5% | +28.2% |
| 10Y | +101.8% | +25.7% | +76.1% | +90.8% |
| All | +397.8% | -20.8% | +418.6% | +375.8% |
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