+2,050.8%
MA vs POET
-20.0%
+2,070.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | -0.5% |
| 7D | -3.5% | +9.7% | -13.2% | -3.7% |
| 30D | +0.8% | -6.5% | +7.3% | +0.9% |
| 3M | +14.8% | -25.7% | +40.5% | +15.2% |
| 6M | +10.0% | +19.6% | -9.6% | +7.3% |
| YTD | -0.1% | +26.4% | -26.5% | -2.9% |
| 1Y | -2.2% | +50.1% | -52.3% | -5.9% |
| 3Y | +39.3% | +127.9% | -88.7% | +28.2% |
| 5Y | +66.3% | -5.9% | +72.2% | +54.8% |
| 10Y | +513.2% | +31.1% | +482.1% | +443.8% |
| All | +2,050.8% | -20.0% | +2,070.8% | +1,852.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling