+679.9%
MPC vs POET
-4.8%
+684.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.7% | +4.2% | +0.5% |
| 7D | +3.2% | +9.7% | -6.5% | +2.9% |
| 30D | +25.0% | -6.5% | +31.6% | +25.2% |
| 3M | +55.2% | -25.7% | +80.9% | +55.9% |
| 6M | +86.4% | +19.6% | +66.8% | +80.7% |
| YTD | +148.5% | +26.4% | +122.1% | +139.9% |
| 1Y | +121.7% | +50.1% | +71.6% | +111.5% |
| 3Y | +172.9% | +127.9% | +44.9% | +150.5% |
| 5Y | +679.9% | -5.9% | +685.8% | +627.5% |
| All | +679.9% | -4.8% | +684.7% | +627.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling