+1.2%
MUB vs POET
-6.5%
+7.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.5% |
| YTD | -1.6% | +25.6% | -27.2% | -1.9% |
| 1Y | 0.0% | +49.2% | -49.1% | -0.4% |
| 3Y | +7.9% | +128.4% | -120.6% | +7.0% |
| All | +1.2% | -6.5% | +7.6% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling