-65.7%
MRNA vs POET
-6.5%
-59.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.6% | +0.8% | +5.0% |
| 7D | -1.1% | +0.4% | -1.5% | -1.1% |
| 30D | +126.1% | -10.4% | +136.5% | +127.7% |
| 3M | +190.0% | -29.3% | +219.4% | +194.8% |
| 6M | +157.2% | +6.9% | +150.4% | +143.0% |
| YTD | +388.2% | +25.6% | +362.6% | +352.3% |
| 1Y | +467.0% | +49.2% | +417.9% | +412.2% |
| 3Y | +36.1% | +128.4% | -92.4% | +13.2% |
| All | -65.7% | -6.5% | -59.2% | -70.9% |
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