+38.1%
MA vs POET
+111.1%
-73.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | -0.4% |
| 7D | -3.5% | +3.7% | -7.2% | -3.5% |
| 30D | +0.7% | -11.5% | +12.2% | +0.7% |
| 3M | +15.8% | -30.8% | +46.6% | +15.9% |
| 6M | +10.2% | +8.6% | +1.6% | +8.8% |
| YTD | -0.5% | +20.1% | -20.5% | -2.0% |
| 1Y | -1.8% | +35.7% | -37.5% | -3.8% |
| All | +38.1% | +111.1% | -73.0% | +32.3% |
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