+659.9%
LIN vs POET
-44.1%
+704.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.3% | -9.3% | +0.7% |
| 7D | +0.3% | +14.5% | -14.2% | +0.1% |
| 30D | +8.0% | -12.8% | +20.8% | +8.2% |
| 3M | +7.7% | -34.9% | +42.6% | +8.3% |
| 6M | +5.1% | -59.8% | +64.9% | +6.1% |
| YTD | +24.7% | -11.7% | +36.4% | +22.9% |
| 1Y | +25.1% | +5.7% | +19.4% | +22.6% |
| 3Y | +36.8% | +323.5% | -286.6% | +27.9% |
| 5Y | +67.9% | -31.0% | +98.8% | +60.6% |
| 10Y | +427.2% | +143.0% | +284.1% | +385.4% |
| All | +659.9% | -44.1% | +704.0% | +656.3% |
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 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