+7.9%
MUB vs POET
+120.8%
-113.0%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -2.4% |
| 3M | -2.8% | -29.3% | +26.5% | -2.8% |
| 6M | -2.2% | +6.9% | -9.1% | -2.4% |
| YTD | -1.6% | +25.6% | -27.2% | -1.8% |
| 1Y | 0.0% | +49.2% | -49.1% | -0.3% |
| 3Y | +7.9% | +128.4% | -120.6% | +6.1% |
| All | +7.9% | +120.8% | -113.0% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling