+572.5%
LEN vs POET
-24.0%
+596.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.0% | +1.5% | -3.4% |
| 7D | -7.8% | +3.7% | -11.4% | -7.9% |
| 30D | -11.0% | -11.5% | +0.5% | -10.7% |
| 3M | -12.8% | -30.8% | +18.0% | -12.1% |
| 6M | -20.2% | +8.6% | -28.8% | -22.2% |
| YTD | -23.0% | +20.1% | -43.1% | -25.5% |
| 1Y | -41.8% | +35.7% | -77.5% | -44.3% |
| 3Y | -28.8% | +116.5% | -145.3% | -35.7% |
| 5Y | -12.6% | -8.4% | -4.2% | -20.0% |
| 10Y | +101.7% | +24.6% | +77.1% | +73.6% |
| All | +572.5% | -24.0% | +596.5% | +446.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling