+229.2%
MXL vs POET
+120.8%
+108.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.6% | +2.9% | +6.6% |
| 7D | +18.9% | +0.4% | +18.5% | +18.8% |
| 30D | +0.3% | -10.4% | +10.7% | +3.0% |
| 3M | -8.0% | -29.3% | +21.3% | -0.3% |
| 6M | +341.2% | +6.9% | +334.4% | +326.5% |
| YTD | +327.8% | +25.6% | +302.2% | +302.8% |
| 1Y | +364.9% | +49.2% | +315.7% | +322.7% |
| 3Y | +229.2% | +128.4% | +100.8% | +153.3% |
| All | +229.2% | +120.8% | +108.4% | +153.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling