+58.6%
MAS vs POET
+227.1%
-168.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +19.0% | -20.9% | -2.4% |
| 7D | +2.0% | -2.5% | +4.5% | +1.9% |
| 30D | +19.4% | -31.7% | +51.1% | +20.5% |
| 3M | +9.4% | -40.6% | +50.0% | +10.8% |
| 6M | +15.3% | -47.8% | +63.2% | +16.2% |
| YTD | +31.3% | -19.9% | +51.2% | +29.4% |
| 1Y | +34.9% | -4.7% | +39.6% | +32.0% |
| 3Y | +58.6% | +275.6% | -217.0% | +50.5% |
| All | +58.6% | +227.1% | -168.5% | +50.5% |
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