+68.6%
MAR vs POET
+120.8%
-52.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.6% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | -5.4% | -10.4% | +5.0% | -5.2% |
| 3M | -15.5% | -29.3% | +13.8% | -14.9% |
| 6M | +3.0% | +6.9% | -3.9% | +0.2% |
| YTD | +8.5% | +25.6% | -17.1% | +4.7% |
| 1Y | +26.0% | +49.2% | -23.2% | +19.8% |
| 3Y | +68.6% | +128.4% | -59.8% | +57.5% |
| All | +68.6% | +120.8% | -52.2% | +57.5% |
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