+158.5%
MP vs POET
+130.8%
+27.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.9% | -3.4% | +0.9% |
| 7D | +3.0% | +17.0% | -14.0% | +0.8% |
| 30D | +8.3% | -6.7% | +15.1% | +9.2% |
| 3M | -3.8% | -32.3% | +28.5% | +0.3% |
| 6M | -4.9% | +32.3% | -37.2% | -18.3% |
| YTD | +9.6% | +31.3% | -21.7% | -6.2% |
| 1Y | -11.7% | +55.3% | -67.0% | -27.3% |
| 3Y | +158.5% | +136.8% | +21.7% | +85.9% |
| All | +158.5% | +130.8% | +27.7% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling