+58.9%
XME vs POET
-24.0%
+82.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.0% | +1.3% | -3.5% |
| 7D | -3.0% | +3.7% | -6.7% | -3.2% |
| 30D | -2.6% | -11.5% | +8.9% | -2.1% |
| 3M | +2.2% | -30.8% | +32.9% | +3.5% |
| 6M | +0.7% | +8.6% | -7.9% | -2.3% |
| YTD | +10.9% | +20.1% | -9.1% | +6.9% |
| 1Y | +35.7% | +35.7% | 0.0% | +29.5% |
| 3Y | +127.1% | +116.5% | +10.6% | +104.2% |
| 5Y | +168.5% | -8.4% | +176.9% | +144.7% |
| 10Y | +416.9% | +24.6% | +392.4% | +347.6% |
| All | +58.9% | -24.0% | +82.9% | +20.5% |
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