+659.2%
LIN vs POET
-48.7%
+707.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.3% |
| 6M | +3.2% | -64.3% | +67.5% | +4.4% |
| 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% | +27.9% |
| 5Y | +67.0% | -38.2% | +105.2% | +60.1% |
| 10Y | +426.7% | +123.0% | +303.6% | +385.7% |
| All | +659.2% | -48.7% | +707.9% | +656.7% |
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 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