+81.7%
MDLZ vs POET
+30.3%
+51.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.7% | -0.1% |
| 7D | +1.9% | +0.4% | +1.5% | +1.9% |
| 30D | +0.4% | -10.4% | +10.8% | +0.5% |
| 3M | -0.6% | -29.3% | +28.7% | -0.4% |
| 6M | +14.7% | +6.9% | +7.9% | +13.1% |
| YTD | +18.0% | +25.6% | -7.6% | +15.7% |
| 1Y | +4.1% | +49.2% | -45.0% | +1.4% |
| 3Y | -4.6% | +128.4% | -133.0% | -10.6% |
| 5Y | +18.4% | -4.2% | +22.6% | +11.9% |
| All | +81.7% | +30.3% | +51.4% | +69.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling