+23.1%
LII vs POET
-11.6%
+34.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.6% |
| 7D | -3.5% | +3.7% | -7.2% | -3.6% |
| 30D | -13.5% | -11.5% | -2.0% | -13.2% |
| 3M | -26.0% | -30.8% | +4.8% | -25.3% |
| 6M | -26.8% | +8.6% | -35.4% | -29.3% |
| YTD | -22.9% | +20.1% | -42.9% | -26.1% |
| 1Y | -32.6% | +35.7% | -68.3% | -36.2% |
| 3Y | -1.3% | +116.5% | -117.8% | -10.1% |
| 5Y | +23.1% | -8.4% | +31.5% | +11.6% |
| All | +23.1% | -11.6% | +34.7% | +11.6% |
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 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