+118.8%
MPC vs POET
+34.5%
+84.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -1.7% |
| 7D | +1.2% | +3.7% | -2.5% | +1.1% |
| 30D | +17.0% | -11.5% | +28.5% | +17.2% |
| 3M | +49.5% | -30.8% | +80.2% | +50.0% |
| 6M | +83.5% | +8.6% | +75.0% | +78.5% |
| YTD | +144.1% | +20.1% | +124.0% | +135.9% |
| All | +118.8% | +34.5% | +84.3% | +116.4% |
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