-10.8%
MDLN vs POET
+27.1%
-37.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.0% | 0.0% |
| 7D | +3.7% | +5.6% | -1.9% | +3.7% |
| 30D | -0.2% | -2.1% | +1.9% | -0.2% |
| 3M | +6.2% | -48.8% | +55.0% | +6.4% |
| 6M | -14.7% | +15.8% | -30.5% | -15.4% |
| YTD | -12.9% | +25.1% | -38.0% | -15.0% |
| All | -10.8% | +27.1% | -37.9% | -12.7% |
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