+24.4%
MDLZ vs POET
-21.9%
+46.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.1% | +7.6% | +3.3% |
| 7D | +8.9% | -16.4% | +25.3% | +8.2% |
| 30D | +15.2% | -37.5% | +52.7% | +13.5% |
| 3M | +9.5% | -43.1% | +52.6% | +7.8% |
| 6M | +11.7% | -31.4% | +43.0% | +11.0% |
| YTD | +28.4% | -22.9% | +51.3% | +28.3% |
| 1Y | +24.4% | -18.0% | +42.4% | +23.8% |
| All | +24.4% | -21.9% | +46.3% | +23.8% |
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