-3.9%
MCD vs POET
-21.9%
+18.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.1% | +10.7% | +6.5% |
| 7D | +11.9% | -16.4% | +28.3% | +11.6% |
| 30D | +20.2% | -37.5% | +57.8% | +19.6% |
| 3M | +5.2% | -43.1% | +48.2% | +4.6% |
| 6M | 0.0% | -31.4% | +31.4% | -1.5% |
| YTD | -6.5% | -22.9% | +16.4% | -7.6% |
| 1Y | -3.9% | -18.0% | +14.0% | -6.3% |
| All | -3.9% | -21.9% | +18.0% | -6.3% |
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