+43.1%
MOD vs POET
+56.2%
-13.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.0% | -3.7% | +3.0% |
| 7D | +9.6% | +5.6% | +4.0% | +8.6% |
| 30D | 0.0% | -2.1% | +2.1% | +0.3% |
| 3M | -35.4% | -48.8% | +13.5% | -30.2% |
| 6M | -7.3% | +15.8% | -23.1% | -15.3% |
| YTD | +45.8% | +25.1% | +20.7% | +29.6% |
| 1Y | +43.1% | +50.6% | -7.4% | +31.1% |
| All | +43.1% | +56.2% | -13.1% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling