+405.1%
META vs POET
+24.6%
+380.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -1.2% |
| 7D | +5.5% | +3.7% | +1.8% | +5.3% |
| 30D | +7.6% | -11.5% | +19.1% | +8.0% |
| 3M | +13.0% | -30.8% | +43.7% | +14.2% |
| 6M | -1.3% | +8.6% | -9.9% | -4.9% |
| YTD | -2.2% | +20.1% | -22.3% | -6.6% |
| 1Y | -14.0% | +35.7% | -49.7% | -19.2% |
| 3Y | +118.2% | +116.5% | +1.7% | +91.1% |
| 5Y | +71.7% | -8.4% | +80.1% | +52.6% |
| All | +405.1% | +24.6% | +380.5% | +327.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling