+84.8%
MRK vs POET
+56.2%
+28.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.0% | -9.4% | -1.2% |
| 7D | +1.3% | +5.6% | -4.3% | +1.4% |
| 30D | +17.1% | -2.1% | +19.2% | +17.2% |
| 3M | +25.9% | -48.8% | +74.7% | +25.3% |
| 6M | +26.8% | +15.8% | +11.0% | +26.8% |
| YTD | +44.9% | +25.1% | +19.8% | +45.1% |
| 1Y | +84.8% | +50.6% | +34.3% | +83.4% |
| All | +84.8% | +56.2% | +28.6% | +83.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling