+251.2%
MNST vs POET
+30.3%
+220.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.6% |
| 7D | -1.0% | +0.4% | -1.3% | -1.0% |
| 30D | -5.6% | -10.4% | +4.8% | -5.5% |
| 3M | -5.7% | -29.3% | +23.7% | -5.2% |
| 6M | +12.0% | +6.9% | +5.1% | +10.0% |
| YTD | +13.2% | +25.6% | -12.4% | +10.6% |
| 1Y | +36.1% | +49.2% | -13.1% | +31.7% |
| 3Y | +52.9% | +128.4% | -75.6% | +42.3% |
| 5Y | +81.0% | -4.2% | +85.2% | +70.3% |
| All | +251.2% | +30.3% | +220.9% | +210.9% |
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