+210.4%
MGY vs POET
+261.4%
-51.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | -0.1% |
| 7D | +3.5% | +0.4% | +3.2% | +3.5% |
| 30D | +5.3% | -10.4% | +15.6% | +5.8% |
| 3M | +2.6% | -29.3% | +32.0% | +4.0% |
| 6M | -3.3% | +6.9% | -10.1% | -9.0% |
| YTD | +29.2% | +25.6% | +3.6% | +19.4% |
| 1Y | +18.0% | +49.2% | -31.1% | +6.0% |
| 3Y | +30.0% | +128.4% | -98.4% | +3.1% |
| 5Y | +92.7% | -4.2% | +96.9% | +58.8% |
| All | +210.4% | +261.4% | -51.0% | +124.4% |
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