-62.9%
MUZ vs POET
-34.7%
-28.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.7% | -2.1% | -10.5% |
| 7D | -16.3% | +9.7% | -26.0% | -5.0% |
| 30D | -36.4% | -6.5% | -29.8% | -39.3% |
| 3M | -62.9% | -25.7% | -37.2% | -61.1% |
| All | -62.9% | -34.7% | -28.2% | -61.1% |
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 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 · Available span rolling