+135.4%
MAS vs POET
+29.8%
+105.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.9% | -7.4% | -2.6% |
| 7D | +1.0% | +17.0% | -16.1% | +0.5% |
| 30D | -8.1% | -6.7% | -1.4% | -8.0% |
| 3M | +3.3% | -32.3% | +35.6% | +4.1% |
| 6M | +12.4% | +32.3% | -19.9% | +9.4% |
| YTD | +13.3% | +31.3% | -18.0% | +10.0% |
| 1Y | -4.7% | +55.3% | -60.0% | -8.3% |
| 3Y | +33.0% | +136.8% | -103.8% | +22.6% |
| 5Y | +33.9% | -2.2% | +36.1% | +24.7% |
| 10Y | +135.4% | +34.0% | +101.3% | +112.9% |
| All | +135.4% | +29.8% | +105.5% | +112.9% |
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