+128.4%
POET vs MKC
-31.4%
+159.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.2% | +4.6% |
| 7D | +0.4% | -1.5% | +1.8% | +0.4% |
| 30D | -10.4% | -3.1% | -7.3% | -10.5% |
| 3M | -29.3% | +5.2% | -34.5% | -29.7% |
| 6M | +6.9% | -12.8% | +19.7% | +8.9% |
| YTD | +25.6% | -23.3% | +48.9% | +30.3% |
| 1Y | +49.2% | -24.1% | +73.3% | +55.4% |
| 3Y | +128.4% | -32.1% | +160.6% | +126.5% |
| All | +128.4% | -31.4% | +159.8% | +126.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling