+27.5%
MCK vs POET
-29.8%
+57.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -12.7% | +12.9% | -0.2% |
| 7D | +9.3% | -24.7% | +34.0% | +8.2% |
| 30D | +16.3% | -44.7% | +61.1% | +14.0% |
| 3M | +22.3% | -47.3% | +69.7% | +19.9% |
| 6M | +34.1% | -53.7% | +87.9% | +31.8% |
| YTD | +31.1% | -32.7% | +63.8% | +31.1% |
| 1Y | +27.5% | -29.5% | +56.9% | +28.6% |
| All | +27.5% | -29.8% | +57.3% | +28.6% |
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 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