-19.4%
MOS vs POET
+50.9%
-70.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -1.0% |
| 7D | +1.7% | +9.7% | -8.1% | +1.2% |
| 30D | +11.7% | -6.5% | +18.2% | +11.9% |
| 3M | +23.2% | -25.7% | +48.9% | +24.5% |
| 6M | -1.6% | +19.6% | -21.2% | -8.5% |
| YTD | +10.8% | +26.4% | -15.5% | +1.6% |
| All | -19.4% | +50.9% | -70.3% | -23.7% |
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