+599.1%
XYZ vs POET
+30.3%
+568.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | -0.2% |
| 7D | -4.3% | +0.4% | -4.7% | -4.4% |
| 30D | +1.2% | -10.4% | +11.6% | +1.9% |
| 3M | +14.6% | -29.3% | +44.0% | +16.9% |
| 6M | +22.6% | +6.9% | +15.7% | +14.6% |
| YTD | +21.7% | +25.6% | -3.9% | +11.4% |
| 1Y | +6.7% | +49.2% | -42.4% | -5.1% |
| 3Y | +46.8% | +128.4% | -81.6% | +15.4% |
| 5Y | -68.0% | -4.2% | -63.8% | -73.9% |
| All | +599.1% | +30.3% | +568.8% | +382.7% |
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