+13,522.4%
MU vs POET
-16.9%
+13,539.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.9% | -6.5% | -1.8% |
| 7D | +7.2% | +17.0% | -9.9% | +6.3% |
| 30D | +14.0% | -6.7% | +20.7% | +14.3% |
| 3M | +5.4% | -32.3% | +37.7% | +7.2% |
| 6M | +170.3% | +32.3% | +138.0% | +162.4% |
| YTD | +250.7% | +31.3% | +219.4% | +239.7% |
| 1Y | +662.1% | +55.3% | +606.8% | +629.6% |
| 3Y | +1,341.2% | +136.8% | +1,204.5% | +1,216.0% |
| 5Y | +1,319.3% | -2.2% | +1,321.6% | +1,210.1% |
| 10Y | +5,778.3% | +34.0% | +5,744.3% | +5,101.7% |
| All | +13,522.4% | -16.9% | +13,539.3% | +13,337.9% |
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