+38.3%
MAS vs POET
-40.3%
+78.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.8% | +0.3% |
| 7D | +3.0% | +1.2% | +1.8% | +2.9% |
| 30D | +22.4% | -12.2% | +34.6% | +22.7% |
| 3M | +14.5% | -42.4% | +56.9% | +16.1% |
| 6M | +27.1% | -64.3% | +91.4% | +29.7% |
| YTD | +35.8% | -19.0% | +54.7% | +33.4% |
| 1Y | +39.4% | +9.1% | +30.3% | +35.6% |
| 3Y | +60.3% | +297.7% | -237.4% | +46.9% |
| All | +38.3% | -40.3% | +78.7% | +31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling