-31.2%
LDOS vs POET
-21.9%
-9.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +0.7% |
| 7D | -2.8% | -16.4% | +13.6% | -2.8% |
| 30D | +13.6% | -37.5% | +51.1% | +13.7% |
| 3M | +4.2% | -43.1% | +47.3% | +4.4% |
| 6M | -8.2% | -31.4% | +23.2% | -8.8% |
| YTD | -24.1% | -22.9% | -1.2% | -28.3% |
| 1Y | -31.2% | -18.0% | -13.2% | -35.6% |
| All | -31.2% | -21.9% | -9.3% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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