-31.5%
XYL vs POET
-21.9%
-9.6%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.1% | +9.1% | +5.0% |
| 7D | +14.5% | -16.4% | +31.0% | +14.6% |
| 30D | -1.3% | -37.5% | +36.2% | -0.9% |
| 3M | -17.0% | -43.1% | +26.1% | -16.5% |
| 6M | -11.3% | -31.4% | +20.0% | -12.2% |
| YTD | -25.0% | -22.9% | -2.1% | -29.3% |
| 1Y | -31.5% | -18.0% | -13.6% | -36.1% |
| All | -31.5% | -21.9% | -9.6% | -36.1% |
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