+1,010.1%
MDB vs POET
+232.4%
+777.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.9% | -8.4% | -3.7% |
| 7D | -18.0% | +17.0% | -35.1% | -18.8% |
| 30D | -10.7% | -6.7% | -4.0% | -10.5% |
| 3M | +1.0% | -32.3% | +33.3% | +2.6% |
| 6M | +31.6% | +32.3% | -0.7% | +23.2% |
| YTD | -15.2% | +31.3% | -46.5% | -21.2% |
| 1Y | +10.1% | +55.3% | -45.2% | -0.1% |
| 3Y | -5.6% | +136.8% | -142.4% | -22.0% |
| 5Y | -24.5% | -2.2% | -22.3% | -36.4% |
| All | +1,010.1% | +232.4% | +777.7% | +816.1% |
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 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