+462.9%
META vs POET
+133.2%
+329.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.4% | +3.0% |
| 7D | +5.2% | +1.2% | +4.0% | +5.1% |
| 30D | -13.0% | -12.2% | -0.8% | -12.7% |
| 3M | +7.9% | -42.4% | +50.4% | +10.2% |
| 6M | +4.2% | -64.3% | +68.5% | +7.4% |
| YTD | -2.5% | -19.0% | +16.4% | -5.6% |
| 1Y | +5.6% | +9.1% | -3.6% | +0.4% |
| 3Y | +96.8% | +297.7% | -200.9% | +67.9% |
| 5Y | +90.0% | -38.2% | +128.2% | +71.5% |
| All | +462.9% | +133.2% | +329.8% | +377.8% |
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 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