+2,547.9%
LITE vs POET
+31.1%
+2,516.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.8% | +1.4% |
| 7D | +13.6% | +9.7% | +3.9% | +12.7% |
| 30D | +21.6% | -6.5% | +28.1% | +22.5% |
| 3M | +20.3% | -25.7% | +46.1% | +23.7% |
| 6M | +54.4% | +19.6% | +34.8% | +47.5% |
| YTD | +168.3% | +26.4% | +141.9% | +154.5% |
| 1Y | +551.8% | +50.1% | +501.7% | +505.9% |
| 3Y | +1,891.5% | +127.9% | +1,763.6% | +1,622.8% |
| 5Y | +1,014.7% | -5.9% | +1,020.6% | +879.7% |
| All | +2,547.9% | +31.1% | +2,516.7% | +2,310.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling