+46.0%
XME vs POET
+56.2%
-10.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.0% | -7.8% | -0.7% |
| 7D | -0.1% | +5.6% | -5.7% | -0.7% |
| 30D | +6.0% | -2.1% | +8.1% | +6.1% |
| 3M | -7.7% | -48.8% | +41.1% | -2.5% |
| 6M | +1.0% | +15.8% | -14.8% | -11.7% |
| YTD | +14.6% | +25.1% | -10.5% | -2.7% |
| 1Y | +46.0% | +50.6% | -4.6% | +25.1% |
| All | +46.0% | +56.2% | -10.3% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling