+365.8%
MMM vs POET
-20.0%
+385.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.7% | +1.9% | -1.8% |
| 7D | -2.6% | +9.7% | -12.3% | -2.8% |
| 30D | -9.3% | -6.5% | -2.8% | -9.2% |
| 3M | +5.6% | -25.7% | +31.3% | +5.9% |
| 6M | +9.5% | +19.6% | -10.1% | +7.3% |
| YTD | +4.1% | +26.4% | -22.2% | +1.8% |
| 1Y | +9.4% | +50.1% | -40.7% | +6.1% |
| 3Y | +101.0% | +127.9% | -27.0% | +89.0% |
| 5Y | +26.1% | -5.9% | +32.0% | +19.5% |
| 10Y | +54.7% | +31.1% | +23.6% | +41.1% |
| All | +365.8% | -20.0% | +385.8% | +325.2% |
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 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