+589.2%
LIN vs POET
-20.8%
+610.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.0% | -9.0% | -1.1% |
| 7D | -2.1% | +5.6% | -7.7% | -2.2% |
| 30D | -2.4% | -2.1% | -0.3% | -2.4% |
| 3M | -5.6% | -48.8% | +43.3% | -4.7% |
| 6M | -3.4% | +15.8% | -19.2% | -5.0% |
| YTD | +13.1% | +25.1% | -12.0% | +10.9% |
| 1Y | +2.5% | +50.6% | -48.1% | -0.3% |
| 3Y | +27.6% | +107.9% | -80.3% | +20.8% |
| 5Y | +63.0% | -11.0% | +74.0% | +55.4% |
| 10Y | +359.3% | +25.7% | +333.6% | +325.2% |
| All | +589.2% | -20.8% | +610.0% | +582.7% |
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