+26.9%
MMM vs POET
-6.5%
+33.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | +1.2% |
| 7D | -2.1% | +0.4% | -2.5% | -2.1% |
| 30D | -9.8% | -10.4% | +0.5% | -9.7% |
| 3M | +4.9% | -29.3% | +34.3% | +5.4% |
| 6M | +7.3% | +6.9% | +0.5% | +4.8% |
| YTD | +4.5% | +25.6% | -21.1% | +1.3% |
| 1Y | +5.4% | +49.2% | -43.8% | +1.1% |
| 3Y | +98.6% | +128.4% | -29.9% | +86.2% |
| All | +26.9% | -6.5% | +33.4% | +18.7% |
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