-18.0%
POET vs MKC
-18.2%
+0.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.4% | -9.6% | -2.1% |
| 7D | -16.4% | +9.6% | -26.0% | -13.4% |
| 30D | -37.5% | +12.0% | -49.5% | -34.7% |
| 3M | -43.1% | -2.0% | -41.1% | -42.5% |
| 6M | -31.4% | +7.2% | -38.6% | -29.7% |
| YTD | -22.9% | -23.7% | +0.8% | -23.1% |
| 1Y | -18.0% | -18.3% | +0.3% | -11.0% |
| All | -18.0% | -18.2% | +0.2% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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