+1,131.4%
MPC vs POET
+30.3%
+1,101.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.6% |
| 7D | +1.8% | +0.4% | +1.4% | +1.8% |
| 30D | +14.0% | -10.4% | +24.4% | +14.5% |
| 3M | +52.2% | -29.3% | +81.6% | +54.1% |
| 6M | +75.8% | +6.9% | +68.9% | +66.9% |
| YTD | +146.3% | +25.6% | +120.7% | +130.5% |
| 1Y | +120.8% | +49.2% | +71.6% | +101.6% |
| 3Y | +172.6% | +128.4% | +44.2% | +122.3% |
| 5Y | +678.2% | -4.2% | +682.4% | +558.2% |
| All | +1,131.4% | +30.3% | +1,101.1% | +831.7% |
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 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