+4.1%
MDLZ vs POET
+40.7%
-36.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +0.2% |
| 3M | -0.6% | -29.3% | +28.7% | -0.9% |
| 6M | +14.7% | +6.9% | +7.9% | +15.5% |
| YTD | +18.0% | +25.6% | -7.6% | +18.8% |
| 1Y | +4.1% | +49.2% | -45.0% | +4.9% |
| All | +4.1% | +40.7% | -36.6% | +4.9% |
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