+402.6%
XME vs POET
+30.3%
+372.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -1.3% |
| 7D | -4.2% | +0.4% | -4.6% | -4.2% |
| 30D | -2.7% | -10.4% | +7.7% | -2.0% |
| 3M | -3.9% | -29.3% | +25.4% | -2.2% |
| 6M | -1.0% | +6.9% | -7.8% | -5.9% |
| YTD | +9.8% | +25.6% | -15.8% | +2.7% |
| 1Y | +32.5% | +49.2% | -16.6% | +21.5% |
| 3Y | +124.3% | +128.4% | -4.1% | +87.3% |
| 5Y | +165.8% | -4.2% | +170.0% | +127.5% |
| All | +402.6% | +30.3% | +372.3% | +304.7% |
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