+1,029.4%
MDB vs POET
+218.0%
+811.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.6% | -7.7% | -3.4% |
| 7D | -1.8% | +0.4% | -2.1% | -1.9% |
| 30D | -17.3% | -10.4% | -6.9% | -16.9% |
| 3M | +2.2% | -29.3% | +31.5% | +3.6% |
| 6M | +33.9% | +6.9% | +27.0% | +27.0% |
| YTD | -13.7% | +25.6% | -39.3% | -19.6% |
| 1Y | +9.1% | +49.2% | -40.1% | -0.9% |
| 3Y | -8.1% | +128.4% | -136.6% | -23.9% |
| 5Y | -25.9% | -4.2% | -21.7% | -37.5% |
| All | +1,029.4% | +218.0% | +811.4% | +834.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling