-4.7%
MAS vs POET
+56.2%
-60.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.9% | -7.4% | -2.6% |
| 7D | +1.0% | +17.0% | -16.1% | +0.3% |
| 30D | -8.1% | -6.7% | -1.4% | -7.9% |
| 3M | +3.3% | -32.3% | +35.6% | +4.2% |
| 6M | +12.4% | +32.3% | -19.9% | +7.7% |
| YTD | +13.3% | +31.3% | -18.0% | +8.2% |
| 1Y | -4.7% | +55.3% | -60.0% | -9.5% |
| All | -4.7% | +56.2% | -60.9% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling