-29.7%
LDOS vs POET
+40.7%
-70.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.6% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -8.2% | -10.4% | +2.2% | -8.2% |
| 3M | +5.9% | -29.3% | +35.3% | +5.9% |
| 6M | -25.2% | +6.9% | -32.1% | -27.1% |
| YTD | -28.1% | +25.6% | -53.7% | -31.0% |
| 1Y | -29.7% | +49.2% | -78.8% | -31.9% |
| All | -29.7% | +40.7% | -70.4% | -31.9% |
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