+503.0%
MA vs POET
+30.3%
+472.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.6% |
| 7D | -1.7% | +0.4% | -2.1% | -1.7% |
| 30D | +1.7% | -10.4% | +12.1% | +1.9% |
| 3M | +17.2% | -29.3% | +46.5% | +17.8% |
| 6M | +13.3% | +6.9% | +6.5% | +10.2% |
| YTD | +0.2% | +25.6% | -25.4% | -3.4% |
| 1Y | -2.7% | +49.2% | -51.9% | -7.5% |
| 3Y | +39.1% | +128.4% | -89.4% | +24.9% |
| 5Y | +68.8% | -4.2% | +73.0% | +54.2% |
| All | +503.0% | +30.3% | +472.7% | +424.1% |
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 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