+631.0%
MCD vs POET
-16.9%
+647.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | 0.0% |
| 7D | -2.0% | +17.0% | -19.1% | -2.2% |
| 30D | -6.1% | -6.7% | +0.6% | -6.1% |
| 3M | -7.3% | -32.3% | +25.1% | -7.0% |
| 6M | -20.9% | +32.3% | -53.3% | -21.9% |
| YTD | -14.7% | +31.3% | -45.9% | -15.8% |
| 1Y | -16.1% | +55.3% | -71.4% | -17.6% |
| 3Y | -1.5% | +136.8% | -138.3% | -5.1% |
| 5Y | +20.4% | -2.2% | +22.7% | +16.5% |
| 10Y | +180.0% | +34.0% | +146.0% | +166.1% |
| All | +631.0% | -16.9% | +647.9% | +647.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling