+140.5%
MLM vs POET
+136.8%
+3.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.8% | +5.5% | -1.0% |
| 7D | -2.0% | +22.3% | -24.3% | -2.8% |
| 30D | +9.5% | -17.6% | +27.1% | +10.1% |
| 3M | -4.7% | -41.3% | +36.5% | -3.1% |
| 6M | -10.7% | -62.1% | +51.3% | -8.6% |
| YTD | -16.6% | -17.7% | +1.1% | -19.3% |
| 1Y | -15.4% | +3.2% | -18.6% | -19.3% |
| 3Y | +15.9% | +294.7% | -278.8% | -1.9% |
| 5Y | +27.1% | -37.2% | +64.4% | +15.1% |
| All | +140.5% | +136.8% | +3.7% | +99.2% |
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 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