+9.0%
MSFT vs POET
-21.9%
+30.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -4.1% | +10.8% | +6.8% |
| 7D | +4.7% | -16.4% | +21.1% | +5.3% |
| 30D | +5.8% | -37.5% | +43.3% | +7.3% |
| 3M | +13.0% | -43.1% | +56.1% | +14.8% |
| 6M | +34.9% | -31.4% | +66.3% | +33.5% |
| YTD | +15.7% | -22.9% | +38.6% | +10.4% |
| 1Y | +9.0% | -18.0% | +26.9% | +4.3% |
| All | +9.0% | -21.9% | +30.9% | +4.3% |
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