+2,396.1%
MUU vs POET
+103.8%
+2,292.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -2.7% |
| 7D | -8.2% | +0.4% | -8.6% | -8.5% |
| 30D | +10.2% | -10.4% | +20.5% | +14.7% |
| 3M | -26.5% | -29.3% | +2.8% | -15.3% |
| 6M | +227.2% | +6.9% | +220.4% | +184.5% |
| YTD | +527.4% | +25.6% | +501.8% | +404.7% |
| 1Y | +1,843.7% | +49.2% | +1,794.5% | +1,286.7% |
| All | +2,396.1% | +103.8% | +2,292.2% | +1,301.9% |
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