+2,315.8%
MSFT vs POET
-20.0%
+2,335.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.3% | -0.4% |
| 7D | -1.0% | +9.7% | -10.8% | -1.3% |
| 30D | -2.7% | -6.5% | +3.9% | -2.6% |
| 3M | +22.1% | -25.7% | +47.8% | +22.6% |
| 6M | +20.6% | +19.6% | +1.0% | +18.0% |
| YTD | +2.3% | +26.4% | -24.1% | -0.2% |
| 1Y | -0.5% | +50.1% | -50.6% | -3.8% |
| 3Y | +50.5% | +127.9% | -77.4% | +40.4% |
| 5Y | +72.3% | -5.9% | +78.2% | +62.1% |
| 10Y | +885.0% | +31.1% | +853.9% | +792.5% |
| All | +2,315.8% | -20.0% | +2,335.8% | +2,128.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling