+297.0%
MXL vs POET
-21.9%
+318.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.1% | -7.0% | -9.3% |
| 7D | -24.3% | -16.4% | -7.9% | -17.9% |
| 30D | -46.1% | -37.5% | -8.6% | -33.3% |
| 3M | -21.8% | -43.1% | +21.2% | +1.7% |
| 6M | -27.2% | -31.4% | +4.1% | -22.2% |
| YTD | +226.2% | -22.9% | +249.1% | +226.2% |
| 1Y | +297.0% | -18.0% | +315.0% | +283.5% |
| All | +297.0% | -21.9% | +318.9% | +283.5% |
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 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 · 6 months rolling