+3,174.0%
MPC vs POET
+5.2%
+3,168.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.9% | -2.6% | +2.0% |
| 7D | +3.9% | +17.0% | -13.2% | +3.0% |
| 30D | +33.8% | -6.7% | +40.5% | +34.0% |
| 3M | +49.9% | -32.3% | +82.2% | +51.9% |
| 6M | +80.9% | +32.3% | +48.6% | +70.9% |
| YTD | +147.4% | +31.3% | +116.1% | +133.0% |
| 1Y | +123.2% | +55.3% | +67.9% | +105.6% |
| 3Y | +171.7% | +136.8% | +35.0% | +127.1% |
| 5Y | +678.6% | -2.2% | +680.8% | +568.9% |
| 10Y | +1,134.0% | +34.0% | +1,100.0% | +854.0% |
| All | +3,174.0% | +5.2% | +3,168.8% | +2,491.4% |
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 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