-48.3%
MUZ vs POET
-60.2%
+11.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -4.1% | +18.4% | +9.1% |
| 7D | +47.2% | -16.4% | +63.6% | +21.9% |
| 30D | +57.1% | -37.5% | +94.6% | -3.9% |
| 3M | -5.3% | -43.1% | +37.8% | -45.4% |
| All | -48.3% | -60.2% | +11.9% | -67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling