+413.2%
MP vs POET
+81.0%
+332.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -5.0% | -0.5% | -4.8% |
| 7D | -4.6% | +3.7% | -8.3% | -5.1% |
| 30D | -7.1% | -11.5% | +4.4% | -5.5% |
| 3M | -4.0% | -30.8% | +26.8% | +0.2% |
| 6M | -16.7% | +8.6% | -25.2% | -26.0% |
| YTD | +1.6% | +20.1% | -18.5% | -11.6% |
| 1Y | -17.8% | +35.7% | -53.5% | -31.0% |
| 3Y | +139.6% | +116.5% | +23.1% | +69.1% |
| 5Y | +50.5% | -8.4% | +58.9% | +13.3% |
| All | +413.2% | +81.0% | +332.2% | +248.8% |
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 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