-20.7%
MDLN vs POET
+27.6%
-48.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.4% |
| 7D | -11.1% | +0.4% | -11.5% | -11.1% |
| 30D | -8.4% | -10.4% | +2.0% | -8.4% |
| 3M | -12.4% | -29.3% | +16.9% | -12.4% |
| 6M | -23.3% | +6.9% | -30.1% | -24.2% |
| YTD | -22.5% | +25.6% | -48.1% | -24.4% |
| All | -20.7% | +27.6% | -48.3% | -22.4% |
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