+199.8%
MPC vs POET
+294.6%
-94.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +2.0% | +0.5% |
| 7D | +11.2% | +1.2% | +10.1% | +11.2% |
| 30D | -14.5% | -12.2% | -2.3% | -14.3% |
| 3M | +16.7% | -42.4% | +59.1% | +17.9% |
| 6M | +67.6% | -64.3% | +131.9% | +70.0% |
| YTD | +157.9% | -19.0% | +176.9% | +152.1% |
| 1Y | +116.7% | +9.1% | +107.5% | +109.7% |
| 3Y | +199.8% | +297.7% | -97.9% | +177.5% |
| All | +199.8% | +294.6% | -94.9% | +177.5% |
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