+683.8%
MCHP vs POET
-20.5%
+704.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +3.5% |
| 7D | 0.0% | +0.4% | -0.3% | 0.0% |
| 30D | -6.0% | -10.4% | +4.3% | -5.6% |
| 3M | -19.7% | -29.3% | +9.7% | -18.7% |
| 6M | +14.0% | +6.9% | +7.2% | +11.2% |
| YTD | +18.4% | +25.6% | -7.2% | +14.4% |
| 1Y | +17.1% | +49.2% | -32.0% | +11.8% |
| 3Y | +0.7% | +128.4% | -127.7% | -8.7% |
| 5Y | +5.1% | -4.2% | +9.3% | -3.6% |
| 10Y | +206.3% | +30.3% | +176.0% | +169.7% |
| All | +683.8% | -20.5% | +704.3% | +607.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling