+1,445.3%
MOD vs POET
+24.6%
+1,420.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.0% | +1.4% | -3.1% |
| 7D | -3.9% | +3.7% | -7.6% | -4.3% |
| 30D | -9.6% | -11.5% | +1.9% | -8.6% |
| 3M | -30.6% | -30.8% | +0.2% | -28.4% |
| 6M | -10.9% | +8.6% | -19.5% | -15.4% |
| YTD | +34.3% | +20.1% | +14.2% | +25.7% |
| 1Y | +18.3% | +35.7% | -17.4% | +8.3% |
| 3Y | +281.9% | +116.5% | +165.4% | +215.2% |
| 5Y | +1,486.4% | -8.4% | +1,494.8% | +1,235.2% |
| All | +1,445.3% | +24.6% | +1,420.8% | +1,201.0% |
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