+14.9%
XYL vs POET
+120.8%
-106.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.3% |
| 7D | +1.2% | +0.4% | +0.8% | +1.2% |
| 30D | -11.9% | -10.4% | -1.6% | -11.8% |
| 3M | -1.5% | -29.3% | +27.8% | -1.0% |
| 6M | -11.9% | +6.9% | -18.8% | -14.1% |
| YTD | -20.6% | +25.6% | -46.2% | -23.1% |
| 1Y | -23.5% | +49.2% | -72.7% | -26.8% |
| 3Y | +14.9% | +128.4% | -113.6% | +8.8% |
| All | +14.9% | +120.8% | -106.0% | +8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling