+462.2%
LITE vs POET
+40.7%
+421.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.6% | -5.5% | -1.9% |
| 7D | +5.2% | +0.4% | +4.8% | +5.2% |
| 30D | -0.6% | -10.4% | +9.8% | +1.8% |
| 3M | +4.2% | -29.3% | +33.5% | +10.4% |
| 6M | +38.0% | +6.9% | +31.1% | +25.9% |
| YTD | +151.5% | +25.6% | +125.9% | +119.7% |
| 1Y | +462.2% | +49.2% | +413.1% | +376.4% |
| All | +462.2% | +40.7% | +421.5% | +376.4% |
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