+0.7%
MCHP vs POET
+120.8%
-120.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +3.2% |
| 7D | 0.0% | +0.4% | -0.3% | 0.0% |
| 30D | -6.0% | -10.4% | +4.3% | -5.2% |
| 3M | -19.7% | -29.3% | +9.7% | -17.7% |
| 6M | +14.0% | +6.9% | +7.2% | +7.9% |
| YTD | +18.4% | +25.6% | -7.2% | +9.8% |
| 1Y | +17.1% | +49.2% | -32.0% | +5.8% |
| 3Y | +0.7% | +128.4% | -127.7% | -16.4% |
| All | +0.7% | +120.8% | -120.1% | -16.4% |
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