+74.5%
META vs POET
-4.8%
+79.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.7% | +10.3% | +6.7% |
| 7D | +10.3% | +9.7% | +0.5% | +9.7% |
| 30D | +9.9% | -6.5% | +16.4% | +10.1% |
| 3M | +11.9% | -25.7% | +37.6% | +13.0% |
| 6M | +1.2% | +19.6% | -18.4% | -4.0% |
| YTD | -0.8% | +26.4% | -27.2% | -6.8% |
| 1Y | -14.3% | +50.1% | -64.4% | -21.4% |
| 3Y | +121.4% | +127.9% | -6.6% | +89.6% |
| 5Y | +74.5% | -5.9% | +80.3% | +54.2% |
| All | +74.5% | -4.8% | +79.2% | +54.2% |
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