+120.9%
MPC vs POET
+56.2%
+64.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.7% | +0.2% |
| 7D | +5.4% | +5.6% | -0.2% | +5.3% |
| 30D | +31.0% | -2.1% | +33.1% | +30.9% |
| 3M | +46.0% | -48.8% | +94.9% | +47.4% |
| 6M | +77.3% | +15.8% | +61.5% | +72.3% |
| YTD | +141.9% | +25.1% | +116.8% | +133.9% |
| 1Y | +120.9% | +50.6% | +70.3% | +115.7% |
| All | +120.9% | +56.2% | +64.7% | +115.7% |
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