+210.9%
PM vs POET
+30.3%
+180.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.6% |
| 7D | +4.7% | +0.4% | +4.3% | +4.7% |
| 30D | +2.6% | -10.4% | +13.0% | +2.8% |
| 3M | +6.6% | -29.3% | +35.9% | +7.0% |
| 6M | +16.5% | +6.9% | +9.6% | +14.9% |
| YTD | +21.2% | +25.6% | -4.4% | +19.0% |
| 1Y | +17.9% | +49.2% | -31.2% | +14.9% |
| 3Y | +129.8% | +128.4% | +1.4% | +116.1% |
| 5Y | +133.0% | -4.2% | +137.2% | +121.0% |
| All | +210.9% | +30.3% | +180.6% | +180.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling