+620.6%
MSCI vs POET
+30.3%
+590.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | +1.1% |
| 7D | -3.2% | +0.4% | -3.6% | -3.2% |
| 30D | -1.1% | -10.4% | +9.2% | -0.9% |
| 3M | -6.3% | -29.3% | +23.0% | -5.7% |
| 6M | +2.1% | +6.9% | -4.7% | -1.1% |
| YTD | -2.3% | +25.6% | -27.8% | -6.3% |
| 1Y | -3.9% | +49.2% | -53.1% | -9.3% |
| 3Y | +7.5% | +128.4% | -121.0% | -4.7% |
| 5Y | -9.8% | -4.2% | -5.6% | -18.5% |
| All | +620.6% | +30.3% | +590.3% | +492.6% |
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