-7.7%
MDB vs POET
-21.9%
+14.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -1.9% |
| 7D | -16.5% | -16.4% | -0.1% | -15.9% |
| 30D | -8.6% | -37.5% | +28.9% | -7.1% |
| 3M | -13.6% | -43.1% | +29.5% | -12.0% |
| 6M | +24.1% | -31.4% | +55.4% | +26.1% |
| YTD | -21.8% | -22.9% | +1.2% | -25.7% |
| 1Y | -7.7% | -18.0% | +10.3% | -13.1% |
| All | -7.7% | -21.9% | +14.2% | -13.1% |
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