+36.7%
LIN vs POET
+294.6%
-257.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.7% |
| 7D | +2.1% | +1.2% | +0.9% | +2.1% |
| 30D | +6.8% | -12.2% | +18.9% | +6.9% |
| 3M | +10.4% | -42.4% | +52.8% | +11.1% |
| 6M | +3.2% | -64.3% | +67.5% | +4.2% |
| YTD | +24.6% | -19.0% | +43.5% | +22.9% |
| 1Y | +24.4% | +9.1% | +15.2% | +21.8% |
| 3Y | +36.7% | +297.7% | -260.9% | +34.7% |
| All | +36.7% | +294.6% | -257.9% | +34.7% |
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