+359.5%
LIN vs POET
+24.6%
+334.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.9% |
| 7D | -4.3% | +3.7% | -7.9% | -4.4% |
| 30D | -5.6% | -11.5% | +5.9% | -5.4% |
| 3M | -9.0% | -30.8% | +21.7% | -8.5% |
| 6M | -2.5% | +8.6% | -11.0% | -4.7% |
| YTD | +9.3% | +20.1% | -10.7% | +6.2% |
| 1Y | -1.0% | +35.7% | -36.7% | -4.8% |
| 3Y | +24.0% | +116.5% | -92.5% | +14.0% |
| 5Y | +59.1% | -8.4% | +67.5% | +48.3% |
| All | +359.5% | +24.6% | +334.9% | +318.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling