+50.6%
POET vs MDY
+17.9%
+32.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.1% | +7.9% | +7.6% |
| 7D | +5.6% | +0.1% | +5.5% | +5.2% |
| 30D | -2.1% | -1.5% | -0.6% | +4.1% |
| 3M | -48.8% | +0.8% | -49.6% | -47.6% |
| 6M | +15.8% | +7.4% | +8.4% | +0.7% |
| YTD | +25.1% | +15.2% | +9.9% | -12.1% |
| 1Y | +50.6% | +16.5% | +34.0% | +2.9% |
| All | +50.6% | +17.9% | +32.6% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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