+169.4%
XLV vs POET
+30.3%
+139.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.3% |
| 7D | -3.6% | +0.4% | -3.9% | -3.6% |
| 30D | -1.8% | -10.4% | +8.5% | -1.7% |
| 3M | +7.8% | -29.3% | +37.1% | +8.2% |
| 6M | +9.1% | +6.9% | +2.3% | +7.1% |
| YTD | +7.7% | +25.6% | -17.9% | +5.1% |
| 1Y | +20.4% | +49.2% | -28.7% | +16.4% |
| 3Y | +30.8% | +128.4% | -97.7% | +22.0% |
| 5Y | +34.6% | -4.2% | +38.8% | +27.0% |
| All | +169.4% | +30.3% | +139.1% | +148.7% |
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