+878.4%
MSFT vs POET
+30.3%
+848.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.5% |
| 7D | -0.8% | +0.4% | -1.2% | -0.8% |
| 30D | +0.8% | -10.4% | +11.2% | +1.2% |
| 3M | +27.2% | -29.3% | +56.5% | +28.2% |
| 6M | +22.9% | +6.9% | +16.1% | +19.1% |
| YTD | +3.1% | +25.6% | -22.5% | -1.0% |
| 1Y | -0.3% | +49.2% | -49.4% | -5.7% |
| 3Y | +50.1% | +128.4% | -78.4% | +34.0% |
| 5Y | +74.6% | -4.2% | +78.9% | +58.3% |
| All | +878.4% | +30.3% | +848.0% | +739.0% |
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