+412.4%
META vs POET
+31.1%
+381.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.7% | +10.3% | +6.7% |
| 7D | +10.3% | +9.7% | +0.5% | +9.8% |
| 30D | +9.9% | -6.5% | +16.4% | +10.1% |
| 3M | +11.9% | -25.7% | +37.6% | +12.8% |
| 6M | +1.2% | +19.6% | -18.4% | -2.9% |
| YTD | -0.8% | +26.4% | -27.2% | -5.5% |
| 1Y | -14.3% | +50.1% | -64.4% | -19.8% |
| 3Y | +121.4% | +127.9% | -6.6% | +93.5% |
| 5Y | +74.5% | -5.9% | +80.3% | +54.9% |
| All | +412.4% | +31.1% | +381.3% | +333.1% |
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