+773.9%
MS vs POET
+24.6%
+749.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | -1.0% |
| 7D | -2.1% | +3.7% | -5.8% | -2.3% |
| 30D | -1.1% | -11.5% | +10.4% | -0.6% |
| 3M | +3.5% | -30.8% | +34.3% | +4.9% |
| 6M | +33.7% | +8.6% | +25.2% | +27.6% |
| YTD | +21.8% | +20.1% | +1.7% | +15.0% |
| 1Y | +41.1% | +35.7% | +5.4% | +30.9% |
| 3Y | +174.5% | +116.5% | +58.0% | +133.2% |
| 5Y | +140.7% | -8.4% | +149.1% | +109.5% |
| All | +773.9% | +24.6% | +749.3% | +632.8% |
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