+51.8%
MNST vs POET
+111.1%
-59.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +0.6% |
| 7D | -2.2% | +3.7% | -5.9% | -2.3% |
| 30D | -5.4% | -11.5% | +6.2% | -5.3% |
| 3M | -5.5% | -30.8% | +25.3% | -5.3% |
| 6M | +12.4% | +8.6% | +3.8% | +11.4% |
| YTD | +12.4% | +20.1% | -7.7% | +11.4% |
| 1Y | +37.2% | +35.7% | +1.4% | +35.6% |
| All | +51.8% | +111.1% | -59.3% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling