-34.8%
LII vs POET
+40.7%
-75.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.6% | -6.4% | -1.9% |
| 7D | -6.3% | +0.4% | -6.6% | -6.3% |
| 30D | -13.0% | -10.4% | -2.7% | -12.7% |
| 3M | -29.0% | -29.3% | +0.3% | -28.6% |
| 6M | -27.7% | +6.9% | -34.5% | -31.4% |
| YTD | -24.2% | +25.6% | -49.8% | -29.1% |
| 1Y | -34.8% | +49.2% | -84.0% | -40.1% |
| All | -34.8% | +40.7% | -75.5% | -40.1% |
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