-13.0%
POET vs MNDY
-53.2%
+40.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.7% | -3.3% |
| 7D | +9.7% | -14.1% | +23.9% | +11.9% |
| 30D | -6.5% | -8.5% | +1.9% | -6.0% |
| 3M | -25.7% | -2.5% | -23.2% | -26.6% |
| 6M | +19.6% | +0.1% | +19.5% | +16.8% |
| YTD | +26.4% | -45.0% | +71.4% | +33.9% |
| 1Y | +50.1% | -58.1% | +108.2% | +65.7% |
| 3Y | +127.9% | -52.6% | +180.5% | +148.9% |
| 5Y | -5.9% | -79.3% | +73.4% | -1.8% |
| All | -13.0% | -53.2% | +40.1% | +16.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling