+1,537.8%
LII vs POET
-20.8%
+1,558.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.0% | -6.9% | +1.0% |
| 7D | -0.7% | +5.6% | -6.3% | -0.9% |
| 30D | -12.6% | -2.1% | -10.5% | -12.6% |
| 3M | -24.4% | -48.8% | +24.4% | -23.6% |
| 6M | -28.7% | +15.8% | -44.5% | -30.0% |
| YTD | -19.1% | +25.1% | -44.3% | -20.9% |
| 1Y | -29.7% | +50.6% | -80.3% | -31.7% |
| 3Y | +4.8% | +107.9% | -103.1% | -1.0% |
| 5Y | +24.6% | -11.0% | +35.6% | +18.4% |
| 10Y | +169.2% | +25.7% | +143.5% | +149.0% |
| All | +1,537.8% | -20.8% | +1,558.6% | +1,730.9% |
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