+39.6%
LDOS vs POET
+130.8%
-91.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.9% | -7.8% | -2.9% |
| 7D | -7.1% | +17.0% | -24.2% | -7.4% |
| 30D | -6.1% | -6.7% | +0.7% | -6.0% |
| 3M | +5.6% | -32.3% | +37.9% | +6.0% |
| 6M | -26.9% | +32.3% | -59.2% | -28.9% |
| YTD | -27.9% | +31.3% | -59.2% | -30.0% |
| 1Y | -26.8% | +55.3% | -82.1% | -29.6% |
| 3Y | +39.6% | +136.8% | -97.2% | +26.7% |
| All | +39.6% | +130.8% | -91.2% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling