+31.8%
MCK vs POET
+56.2%
-24.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.0% | -9.5% | -1.2% |
| 7D | +1.7% | +5.6% | -3.9% | +1.9% |
| 30D | +3.6% | -2.1% | +5.7% | +3.6% |
| 3M | +20.1% | -48.8% | +68.9% | +19.3% |
| 6M | -7.0% | +15.8% | -22.8% | -7.2% |
| YTD | +11.0% | +25.1% | -14.1% | +11.3% |
| 1Y | +31.8% | +50.6% | -18.7% | +28.9% |
| All | +31.8% | +56.2% | -24.4% | +28.9% |
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