+33.8%
MAS vs POET
+110.6%
-76.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.0% | -6.3% | +1.6% |
| 7D | -0.8% | +5.6% | -6.4% | -0.9% |
| 30D | -5.6% | -2.1% | -3.5% | -5.6% |
| 3M | +4.4% | -48.8% | +53.3% | +5.9% |
| 6M | +7.2% | +15.8% | -8.6% | +5.0% |
| YTD | +16.1% | +25.1% | -9.0% | +13.3% |
| 1Y | +0.1% | +50.6% | -50.5% | -3.0% |
| All | +33.8% | +110.6% | -76.9% | +29.2% |
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