+224.4%
MRK vs POET
+30.3%
+194.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.6% |
| 7D | -4.3% | +0.4% | -4.6% | -4.3% |
| 30D | +8.3% | -10.4% | +18.7% | +8.4% |
| 3M | +20.0% | -29.3% | +49.4% | +20.4% |
| 6M | +25.7% | +6.9% | +18.8% | +23.8% |
| YTD | +38.7% | +25.6% | +13.1% | +36.1% |
| 1Y | +74.7% | +49.2% | +25.5% | +70.1% |
| 3Y | +45.4% | +128.4% | -83.1% | +37.2% |
| 5Y | +129.0% | -4.2% | +133.3% | +118.6% |
| All | +224.4% | +30.3% | +194.1% | +206.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling