+1,410.4%
MAR vs POET
-24.0%
+1,434.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.6% |
| 7D | -2.1% | +3.7% | -5.8% | -2.2% |
| 30D | -5.7% | -11.5% | +5.9% | -5.4% |
| 3M | -14.6% | -30.8% | +16.2% | -14.0% |
| 6M | +1.3% | +8.6% | -7.2% | -1.2% |
| YTD | +6.7% | +20.1% | -13.4% | +3.4% |
| 1Y | +26.4% | +35.7% | -9.3% | +21.3% |
| 3Y | +64.7% | +116.5% | -51.8% | +50.0% |
| 5Y | +153.1% | -8.4% | +161.5% | +133.1% |
| 10Y | +437.9% | +24.6% | +413.3% | +371.0% |
| All | +1,410.4% | -24.0% | +1,434.4% | +1,302.1% |
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