+19.0%
MSCI vs POET
-21.9%
+40.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.1% | +9.5% | +5.4% |
| 7D | +11.5% | -16.4% | +27.9% | +11.3% |
| 30D | +22.1% | -37.5% | +59.6% | +21.7% |
| 3M | +18.4% | -43.1% | +61.5% | +18.0% |
| 6M | +16.6% | -31.4% | +48.0% | +15.5% |
| YTD | +18.8% | -22.9% | +41.7% | +16.7% |
| 1Y | +19.0% | -18.0% | +37.0% | +16.8% |
| All | +19.0% | -21.9% | +40.9% | +16.8% |
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 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