+521.0%
LITE vs POET
+56.2%
+464.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.0% | -4.1% | +2.3% |
| 7D | -1.5% | +5.6% | -7.1% | -2.6% |
| 30D | +6.7% | -2.1% | +8.8% | +7.5% |
| 3M | -6.8% | -48.8% | +42.1% | +2.9% |
| 6M | +29.4% | +15.8% | +13.7% | +16.0% |
| YTD | +139.1% | +25.1% | +114.0% | +108.3% |
| 1Y | +521.0% | +50.6% | +470.4% | +430.9% |
| All | +521.0% | +56.2% | +464.8% | +430.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling