+231.5%
MET vs POET
-24.0%
+255.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +1.3% |
| 7D | -2.5% | +3.7% | -6.2% | -2.6% |
| 30D | 0.0% | -11.5% | +11.5% | +0.2% |
| 3M | +13.1% | -30.8% | +43.8% | +13.7% |
| 6M | +39.0% | +8.6% | +30.4% | +36.1% |
| YTD | +25.2% | +20.1% | +5.1% | +22.1% |
| 1Y | +25.6% | +35.7% | -10.1% | +21.6% |
| 3Y | +67.1% | +116.5% | -49.4% | +55.4% |
| 5Y | +85.1% | -8.4% | +93.6% | +73.8% |
| 10Y | +245.5% | +24.6% | +220.9% | +214.0% |
| All | +231.5% | -24.0% | +255.5% | +216.3% |
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