+175.1%
MPC vs POET
+122.2%
+52.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.7% | +4.2% | +0.5% |
| 7D | +3.2% | +9.7% | -6.5% | +3.0% |
| 30D | +25.0% | -6.5% | +31.6% | +25.2% |
| 3M | +55.2% | -25.7% | +80.9% | +55.7% |
| 6M | +86.4% | +19.6% | +66.8% | +81.4% |
| YTD | +148.5% | +26.4% | +122.1% | +141.0% |
| 1Y | +121.7% | +50.1% | +71.6% | +113.0% |
| All | +175.1% | +122.2% | +52.8% | +165.2% |
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 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