+18.4%
MDLZ vs POET
-11.6%
+30.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.1% |
| 7D | +1.7% | +3.7% | -2.0% | +1.7% |
| 30D | +1.1% | -11.5% | +12.6% | +1.1% |
| 3M | -1.8% | -30.8% | +28.9% | -1.8% |
| 6M | +12.3% | +8.6% | +3.7% | +11.3% |
| YTD | +18.0% | +20.1% | -2.0% | +16.8% |
| 1Y | +3.8% | +35.7% | -31.9% | +2.2% |
| 3Y | -2.4% | +116.5% | -118.9% | -6.8% |
| 5Y | +18.4% | -8.4% | +26.9% | +12.2% |
| All | +18.4% | -11.6% | +30.0% | +12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling