+1,688.8%
MCK vs POET
-20.5%
+1,709.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -2.9% | +0.4% | -3.3% | -2.9% |
| 30D | +0.4% | -10.4% | +10.8% | +0.6% |
| 3M | +12.1% | -29.3% | +41.4% | +12.5% |
| 6M | -5.4% | +6.9% | -12.3% | -7.0% |
| YTD | +7.8% | +25.6% | -17.8% | +5.6% |
| 1Y | +22.9% | +49.2% | -26.2% | +19.5% |
| 3Y | +110.7% | +128.4% | -17.7% | +98.1% |
| 5Y | +346.2% | -4.2% | +350.4% | +323.0% |
| 10Y | +440.1% | +30.3% | +409.8% | +388.4% |
| All | +1,688.8% | -20.5% | +1,709.3% | +1,282.2% |
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