-1.7%
LII vs POET
+122.2%
-123.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.3% | -2.3% |
| 7D | +0.5% | +9.7% | -9.3% | +0.1% |
| 30D | -11.2% | -6.5% | -4.7% | -11.0% |
| 3M | -28.8% | -25.7% | -3.1% | -28.3% |
| 6M | -26.9% | +19.6% | -46.5% | -29.9% |
| YTD | -22.2% | +26.4% | -48.6% | -25.9% |
| 1Y | -32.0% | +50.1% | -82.1% | -36.2% |
| All | -1.7% | +122.2% | -123.9% | -6.6% |
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