+3,312.9%
MPC vs POET
-35.1%
+3,348.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +2.0% | +0.5% |
| 7D | +11.2% | +1.2% | +10.1% | +11.1% |
| 30D | -14.5% | -12.2% | -2.3% | -14.1% |
| 3M | +16.7% | -42.4% | +59.1% | +19.4% |
| 6M | +67.6% | -64.3% | +131.9% | +73.1% |
| YTD | +157.9% | -19.0% | +176.9% | +147.9% |
| 1Y | +116.7% | +9.1% | +107.5% | +103.8% |
| 3Y | +199.8% | +297.7% | -97.9% | +142.1% |
| 5Y | +604.4% | -38.2% | +642.6% | +518.5% |
| 10Y | +1,171.5% | +123.0% | +1,048.4% | +866.9% |
| All | +3,312.9% | -35.1% | +3,348.0% | +2,657.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling