+2,405.2%
LITE vs POET
+24.6%
+2,380.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.0% | -0.4% | -4.9% |
| 7D | +10.4% | +3.7% | +6.7% | +10.1% |
| 30D | +14.0% | -11.5% | +25.6% | +15.5% |
| 3M | +9.7% | -30.8% | +40.4% | +13.4% |
| 6M | +39.2% | +8.6% | +30.7% | +34.1% |
| YTD | +153.9% | +20.1% | +133.8% | +141.9% |
| 1Y | +467.5% | +35.7% | +431.8% | +431.7% |
| 3Y | +1,784.2% | +116.5% | +1,667.7% | +1,537.9% |
| 5Y | +990.3% | -8.4% | +998.7% | +862.1% |
| All | +2,405.2% | +24.6% | +2,380.6% | +2,191.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling