+636.7%
XLV vs POET
-20.5%
+657.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.2% |
| 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% | +8.1% |
| 6M | +9.1% | +6.9% | +2.3% | +7.7% |
| YTD | +7.7% | +25.6% | -17.9% | +5.9% |
| 1Y | +20.4% | +49.2% | -28.7% | +17.6% |
| 3Y | +30.8% | +128.4% | -97.7% | +24.5% |
| 5Y | +34.6% | -4.2% | +38.8% | +28.9% |
| 10Y | +173.4% | +30.3% | +143.0% | +154.1% |
| All | +636.7% | -20.5% | +657.2% | +595.2% |
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