+19.6%
POET vs MKC
-18.2%
+37.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -4.1% |
| 7D | +9.7% | -4.3% | +14.1% | +7.4% |
| 30D | -6.5% | -3.1% | -3.4% | -7.8% |
| 3M | -25.7% | +6.8% | -32.5% | -22.8% |
| 6M | +19.6% | -18.3% | +37.9% | +10.0% |
| All | +19.6% | -18.2% | +37.8% | +10.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling