+217.1%
MAS vs POET
+111.2%
+105.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +19.0% | -20.6% | -2.1% |
| 7D | +2.4% | -2.5% | +4.9% | +2.3% |
| 30D | +19.8% | -31.7% | +51.5% | +21.0% |
| 3M | +9.8% | -40.6% | +50.4% | +11.2% |
| 6M | +15.8% | -47.8% | +63.6% | +16.6% |
| YTD | +31.8% | -19.9% | +51.7% | +29.6% |
| 1Y | +35.4% | -4.7% | +40.1% | +32.1% |
| 3Y | +59.2% | +275.6% | -216.4% | +44.9% |
| 5Y | +41.2% | -38.2% | +79.4% | +33.1% |
| All | +217.1% | +111.2% | +105.8% | +188.0% |
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