-34.9%
MP vs POET
+6.3%
-41.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.8% | +8.8% | +3.1% |
| 7D | +11.0% | +22.3% | -11.3% | +7.1% |
| 30D | -11.7% | -17.6% | +5.8% | -9.4% |
| 3M | -30.8% | -41.3% | +10.5% | -25.5% |
| 6M | -42.9% | -62.1% | +19.2% | -37.5% |
| YTD | -25.9% | -17.7% | -8.2% | -41.8% |
| All | -34.9% | +6.3% | -41.2% | -50.2% |
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