+49.2%
POET vs MDY
+14.6%
+34.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +1.8% |
| 7D | +0.4% | -1.9% | +2.2% | +7.2% |
| 30D | -10.4% | -4.6% | -5.7% | +6.8% |
| 3M | -29.3% | -1.2% | -28.1% | -23.2% |
| 6M | +6.9% | +9.2% | -2.4% | -11.7% |
| YTD | +25.6% | +13.1% | +12.5% | -8.1% |
| 1Y | +49.2% | +13.0% | +36.2% | +9.5% |
| All | +49.2% | +14.6% | +34.6% | +9.5% |
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