+103.0%
LEN vs POET
+30.3%
+72.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.6% | -2.4% | +2.0% |
| 7D | -4.8% | +0.4% | -5.1% | -4.8% |
| 30D | -6.6% | -10.4% | +3.8% | -6.3% |
| 3M | -15.7% | -29.3% | +13.7% | -15.0% |
| 6M | -16.6% | +6.9% | -23.5% | -19.1% |
| YTD | -21.3% | +25.6% | -46.9% | -24.4% |
| 1Y | -42.0% | +49.2% | -91.2% | -45.1% |
| 3Y | -27.9% | +128.4% | -156.4% | -36.2% |
| 5Y | -10.7% | -4.2% | -6.5% | -19.4% |
| All | +103.0% | +30.3% | +72.7% | +68.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling