+18.7%
LHX vs POET
-6.5%
+25.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.2% |
| 7D | -4.3% | +0.4% | -4.6% | -4.3% |
| 30D | -15.1% | -10.4% | -4.8% | -15.0% |
| 3M | -21.0% | -29.3% | +8.4% | -20.7% |
| 6M | -32.0% | +6.9% | -38.8% | -33.4% |
| YTD | -15.3% | +25.6% | -40.9% | -17.7% |
| 1Y | -11.1% | +49.2% | -60.2% | -14.2% |
| 3Y | +54.0% | +128.4% | -74.4% | +44.4% |
| All | +18.7% | -6.5% | +25.2% | +11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling