+73.3%
MUB vs POET
-20.0%
+93.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | -0.5% |
| 7D | -0.7% | +9.7% | -10.4% | -0.7% |
| 30D | -2.0% | -6.5% | +4.6% | -2.0% |
| 3M | -2.5% | -25.7% | +23.2% | -2.5% |
| 6M | -2.3% | +19.6% | -21.9% | -2.5% |
| YTD | -1.3% | +26.4% | -27.7% | -1.5% |
| 1Y | +1.1% | +50.1% | -49.0% | +0.9% |
| 3Y | +8.2% | +127.9% | -119.7% | +7.6% |
| 5Y | +1.5% | -5.9% | +7.4% | +1.0% |
| 10Y | +17.6% | +31.1% | -13.6% | +16.7% |
| All | +73.3% | -20.0% | +93.3% | +71.3% |
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