-1.6%
MDLN vs POET
-21.7%
+20.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -4.1% | +22.5% | +18.3% |
| 7D | +24.7% | -16.4% | +41.1% | +24.6% |
| 30D | +12.7% | -37.5% | +50.2% | +12.7% |
| 3M | -4.0% | -43.1% | +39.0% | -4.0% |
| 6M | -8.7% | -31.4% | +22.7% | -7.6% |
| YTD | -3.9% | -22.9% | +19.0% | -6.3% |
| All | -1.6% | -21.7% | +20.1% | -3.8% |
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