+17.3%
MUB vs POET
+30.3%
-13.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.4% |
| 7D | -0.8% | +0.4% | -1.2% | -0.8% |
| 30D | -2.4% | -10.4% | +8.0% | -2.3% |
| 3M | -2.8% | -29.3% | +26.5% | -2.7% |
| 6M | -2.2% | +6.9% | -9.1% | -2.6% |
| YTD | -1.6% | +25.6% | -27.2% | -2.1% |
| 1Y | 0.0% | +49.2% | -49.1% | -0.6% |
| 3Y | +7.9% | +128.4% | -120.6% | +6.3% |
| 5Y | +1.2% | -4.2% | +5.4% | 0.0% |
| All | +17.3% | +30.3% | -13.0% | +14.7% |
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