+128.4%
POET vs MNDY
-49.4%
+177.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.0% | +2.6% | +4.2% |
| 7D | +0.4% | -4.6% | +5.0% | +1.2% |
| 30D | -10.4% | +1.0% | -11.4% | -11.7% |
| 3M | -29.3% | +9.1% | -38.5% | -32.6% |
| 6M | +6.9% | +14.2% | -7.4% | -0.9% |
| YTD | +25.6% | -41.1% | +66.7% | +37.2% |
| 1Y | +49.2% | -54.7% | +103.9% | +75.7% |
| 3Y | +128.4% | -50.6% | +179.0% | +247.0% |
| All | +128.4% | -49.4% | +177.9% | +247.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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